Best Financial Advisors in New York

2,557 SEC-registered advisory firms across 176 cities. Ranked by Red Flag Score using public regulatory data from Form ADV filings.

2,557

Registered Firms

176

Cities

0.95%

Median Fee

of assets/year

2557

In Database

firms listed

Cities in New York

NEW YORK, NY

Median fee: 0.95%

ROCHESTER, NY

Median fee: 0.95%

PITTSFORD, NY

Median fee: 0.95%

WHITE PLAINS, NY

Median fee: 0.95%

BUFFALO, NY

Median fee: 0.95%

BROOKLYN, NY

Median fee: 0.95%

MELVILLE, NY

Median fee: 0.95%

GARDEN CITY, NY

Median fee: 0.95%

PURCHASE, NY

Median fee: 0.95%

ALBANY, NY

Median fee: 0.95%

WILLIAMSVILLE, NY

Median fee: 0.95%

RYE BROOK, NY

Median fee: 0.95%

SARATOGA SPRINGS, NY

Median fee: 0.95%

RYE, NY

Median fee: 0.95%

NEW YORK CITY, NY

Median fee: 0.95%

GREAT NECK, NY

Median fee: 0.95%

HAUPPAUGE, NY

Median fee: 0.95%

SYRACUSE, NY

Median fee: 0.95%

FAIRPORT, NY

Median fee: 0.95%

HARRISON, NY

Median fee: 0.95%

VICTOR, NY

Median fee: 0.95%

ARMONK, NY

Median fee: 0.95%

CORNING, NY

Median fee: 0.95%

UNIONDALE, NY

Median fee: 0.95%

STATEN ISLAND, NY

Median fee: 0.95%

AMHERST, NY

Median fee: 0.95%

DEWITT, NY

Median fee: 0.95%

UTICA, NY

Median fee: 0.95%

SYOSSET, NY

Median fee: 0.95%

ITHACA, NY

Median fee: 0.95%

EAST SYRACUSE, NY

Median fee: 0.95%

JERICHO, NY

Median fee: 0.95%

SMITHTOWN, NY

Median fee: 0.95%

WOODBURY, NY

Median fee: 0.95%

ORCHARD PARK, NY

Median fee: 0.95%

HUNTINGTON, NY

Median fee: 0.95%

LARCHMONT, NY

Median fee: 0.95%

LOCUST VALLEY, NY

Median fee: 0.95%

MASSAPEQUA, NY

Median fee: 0.95%

MOUNT KISCO, NY

Median fee: 0.95%

PORT WASHINGTON, NY

Median fee: 0.95%

ROCKVILLE CENTRE, NY

Median fee: 0.95%

MANHASSET, NY

Median fee: 0.95%

LIVERPOOL, NY

Median fee: 0.95%

WAPPINGERS FALLS, NY

Median fee: 0.95%

TARRYTOWN, NY

Median fee: 0.95%

RIVERHEAD, NY

Median fee: 0.95%

LATHAM, NY

Median fee: 0.95%

PEARL RIVER, NY

Median fee: 0.95%

FISHKILL, NY

Median fee: 0.95%

BRIARCLIFF MANOR, NY

Median fee: 0.95%

BEDFORD HILLS, NY

Median fee: 0.95%

NEW YORK, NY

Median fee: 0.95%

CAMBRIDGE, NY

Median fee: 0.95%

RENSSELAER, NY

Median fee: 0.95%

CAZENOVIA, NY

Median fee: 0.95%

CROTON-ON-HUDSON, NY

Median fee: 0.95%

BOHEMIA, NY

Median fee: 0.95%

KINGSTON, NY

Median fee: 0.95%

LAKE SUCCESS, NY

Median fee: 0.95%

WESTBURY, NY

Median fee: 0.95%

CHAPPAQUA, NY

Median fee: 0.95%

GOSHEN, NY

Median fee: 0.95%

TROY, NY

Median fee: 0.95%

ELMIRA, NY

Median fee: 0.95%

COLD SPRING, NY

Median fee: 0.95%

LYNBROOK, NY

Median fee: 0.95%

WEBSTER, NY

Median fee: 0.95%

CLIFTON PARK, NY

Median fee: 0.95%

FAYETTEVILLE, NY

Median fee: 0.95%

BRONXVILLE, NY

Median fee: 0.95%

IRVINGTON, NY

Median fee: 0.95%

CAMILLUS, NY

Median fee: 0.95%

HICKSVILLE, NY

Median fee: 0.95%

WOODMERE, NY

Median fee: 0.95%

MALTA, NY

Median fee: 0.95%

KATONAH, NY

Median fee: 0.95%

HOPEWELL JUNCTION, NY

Median fee: 0.95%

CEDARHURST, NY

Median fee: 0.95%

GLEN COVE, NY

Median fee: 0.95%

BABYLON, NY

Median fee: 0.95%

HALFMOON, NY

Median fee: 0.95%

PLEASANTVILLE, NY

Median fee: 0.95%

PORT CHESTER, NY

Median fee: 0.95%

OYSTER BAY, NY

Median fee: 0.95%

SOMERS, NY

Median fee: 0.95%

NEW ROCHELLE, NY

Median fee: 0.95%

VALHALLA, NY

Median fee: 0.95%

Top-Ranked Firms in New York

AMOVA ASSET MANAGEMENT AMERICAS, INC.

NEW YORK, NY · Since 2002

$9.0B AUM9 clientsFee: 0%

FiduciaryFee-Only

ATALANTA SOSNOFF MANAGEMENT, LLC

NEW YORK, NY · Since 1984

$3.9B AUM8 clientsFee: 0%

FiduciaryFee-Only

OLSTEIN CAPITAL MANAGEMENT, L.P.

PURCHASE, NY · Since 1995

$564M AUM6 clientsFee: 0%

FiduciaryFee-Only

DELTEC ASSET MANAGEMENT LLC

NEW YORK, NY · Since 2000

$783M AUM7 clientsFee: 0%

FiduciaryFee-Only

GRIFFIN ASSET MANAGEMENT, LLC

NEW YORK, NY · Since 1971

$1.1B AUM4 clientsFee: 0%

FiduciaryFee-Only

CAROSA, STANTON & DEPAOLO ASSET MANAGEMENT, LLC

MENDON, NY · Since 1996

$51M AUM2 clientsFee: 0%

FiduciaryFee-Only

R.W. ROGE & COMPANY, INC

BOHEMIA, NY · Since 1986

$419M AUM4 clientsFee: 0%

FiduciaryFee-Only

GREENHAVEN ASSOCIATES INC

PURCHASE, NY · Since 1988

$11.7B AUM4 clientsFee: 0%

FiduciaryFee-Only

LEEB CAPITAL MANAGEMENT, INC.

NEW YORK, NY · Since 1967

$112M AUM4 clientsFee: 0%

FiduciaryFee-Only

GABELLI FUNDS, LLC

RYE, NY · Since 1990

$24.6B AUM47 clientsFee: 0%

FiduciaryFee-Only

STACEY BRAUN ASSOCIATES INC

NEW YORK, NY · Since 1975

$5.5B AUM9 clientsFee: 0%

FiduciaryFee-Only

JOHN G. ULLMAN & ASSOCIATES, INC

HORSEHEADS, NY · Since 1978

$1.5B AUM30 clientsFee: 0%

FiduciaryFee-Only

GUGGENHEIM INVESTMENTS

NEW YORK, NY · Since 1971

$8.0B AUM13 clientsFee: 0%

FiduciaryFee-Only

GARRISON BRADFORD & ASSOCIATES INC

NEW YORK, NY · Since 1975

$138M AUM3 clientsFee: 0%

FiduciaryFee-Only

TIMECAPITAL INVESTOR ADVISORY SERVICES INC

PORT JEFFERSON STATION, NY · Since 1976

$232M AUM2 clientsFee: 0%

FiduciaryFee-Only

SCHAFER CULLEN CAPITAL MANAGEMENT INC

NEW YORK, NY · Since 1983

$0 AUM17 clientsFee: 0%

FiduciaryFee-Only

MILLER HOWARD INVESTMENTS INC

KINGSTON, NY · Since 1986

$3.8B AUM12 clientsFee: 0%

FiduciaryFee-Only

GEOVEST ADVISORS INC

FAIRPORT, NY · Since 1988

$148M AUM6 clientsFee: 0%

FiduciaryFee-Only

MANNING & NAPIER ADVISORS, LLC

FAIRPORT, NY · Since 1975

$17.0B AUM159 clientsFee: 0%

FiduciaryFee-Only

GRIMALDI PORTFOLIO SOLUTIONS, INC

WAPPINGERS FALLS, NY · Since 1996

$133M AUM2 clientsFee: 0%

FiduciaryFee-Only

FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.

NEW YORK, NY · Since 1995

$14.1B AUM39 clientsFee: 0%

FiduciaryFee-Only

SAUBERAN & COMPANY, LLC

LOCKPORT, NY · Since 1991

$6M AUM1 clientsFee: 0%

FiduciaryFee-Only

INVICTUS TIMING SERVICE LTD

WESTBURY, NY · Since 1986

$103M AUM1 clientsFee: 0%

FiduciaryFee-Only

TSA MANAGEMENT INC

GLEN HEAD, NY · Since 1992

$1.5B AUM5 clientsFee: 0%

FiduciaryFee-Only

VOYA INVESTMENT MANAGEMENT CO. LLC

NEW YORK, NY · Since 1973

$274.9B AUM317 clientsFee: 0%

FiduciaryFee-Only

ENRIGHT, MOLLIN, CASCIO & RAMUSEVIC, INC.

ELMHURST, NY · Since 1990

$294M AUM1 clientsFee: 0%

FiduciaryFee-Only

DAVIS SELECTED ADVISERS - NY, INC.

NEW YORK, NY · Since 1996

$22.0B AUM10 clientsFee: 0%

FiduciaryFee-Only

WELCH CAPITAL PARTNERS LLC

HARRISON, NY · Since 1996

$506M AUM4 clientsFee: 0%

FiduciaryFee-Only

SIGULER GUFF ADVISERS LLC

NEW YORK, NY · Since 1995

$18.3B AUM71 clientsFee: 0%

FiduciaryFee-Only

ARGUS INVESTORS' COUNSEL, INC.

NEW YORK, NY · Since 1960

$137M AUM6 clientsFee: 0%

FiduciaryFee-Only

SUNAMERICA ASSET MANAGEMENT, LLC

NEW YORK, NY · Since 1983

$42.2B AUM8 clientsFee: 0%

FiduciaryFee-Only

THIRD AVENUE MANAGEMENT LLC

NEW YORK, NY · Since 1986

$1.6B AUM8 clientsFee: 0%

FiduciaryFee-Only

SMITH AFFILIATED CAPITAL CORP.

NEW YORK, NY · Since 1982

$1.7B AUM8 clientsFee: 0%

FiduciaryFee-Only

SAYBROOK CAPITAL CORP

SAG HARBOR, NY · Since 1989

$503M AUM2 clientsFee: 0%

FiduciaryFee-Only

J.W.BURNS & COMPANY, INC.

DEWITT, NY · Since 1977

$1.0B AUM5 clientsFee: 0%

FiduciaryFee-Only

OCCAM CAPITAL MANAGEMENT, LLC

PITTSFORD, NY · Since 2001

$67M AUM1 clientsFee: 0%

FiduciaryFee-Only

CLEARBROOK INVESTMENT CONSULTING LLC

NEW YORK, NY · Since 1999

$13.7B AUM6 clientsFee: 0%

FiduciaryFee-Only

GUGGENHEIM INVESTMENT ADVISORS, LLC

NEW YORK, NY · Since 2000

$841M AUM8 clientsFee: 0%

FiduciaryFee-Only

FORTERIS WEALTH MANAGEMENT, INC.

ARMONK, NY · Since 1993

$219M AUM3 clientsFee: 0%

FiduciaryFee-Only

MUNICIPAL ASSET MANAGEMENT INC

RYE BROOK, NY · Since 1994

$113M AUM3 clientsFee: 0%

FiduciaryFee-Only

LADENBURG THALMANN ASSET MANAGEMENT INC

NEW YORK, NY · Since 1997

$6.7B AUM14 clientsFee: 0%

FiduciaryFee-Only

HIGH FALLS ADVISORS, INC.

ROCHESTER, NY · Since 1989

$695M AUM7 clientsFee: 0%

FiduciaryFee-Only

D. E. SHAW & CO., L.P.

NEW YORK, NY · Since 1999

$213.4B AUM526 clientsFee: 0%

FiduciaryFee-Only

DOMINI IMPACT INVESTMENTS LLC

NEW YORK, NY · Since 1997

$2.4B AUM13 clientsFee: 0%

FiduciaryFee-Only

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

NEW YORK, NY · Since 2000

$120.7B AUM18 clientsFee: 0%

FiduciaryFee-Only

MILLER, GESKO & COMPANY INC.

BUFFALO, NY · Since 1986

$183M AUM5 clientsFee: 0%

FiduciaryFee-Only

ALPINE SAXON WOODS

PURCHASE, NY · Since 1999

$670M AUM3 clientsFee: 0%

FiduciaryFee-Only

SMBC ASSET MANAGEMENT, INC.

NEW YORK, NY · Since 2026

$0 AUM3 clientsFee: 0%

FiduciaryFee-Only

MJB ASSET MANAGEMENT LLC

NEW YORK, NY · Since 1999

$141M AUM1 clientsFee: 0%

FiduciaryFee-Only

SPIRIT OF AMERICA MANAGEMENT CORP

SYOSSET, NY · Since 1997

$540M AUM32 clientsFee: 0%

FiduciaryFee-Only

ICE DATA PRICING & REFERENCE DATA, LLC

NEW YORK, NY · Since 1998

$0 AUM215 clientsFee: 0%

FiduciaryFee-Only

KARPUS INVESTMENT MANAGEMENT

PITTSFORD, NY · Since 1987

$4.0B AUM19 clientsFee: 0%

FiduciaryFee-Only

POINT WINDWARD ADVISORS, INC.

NEW YORK, NY · Since 1988

$359M AUM8 clientsFee: 0%

FiduciaryFee-Only

MEADOWBROOK WEALTH MANAGEMENT, LLC

GARDEN CITY, NY · Since 2017

$110M AUM2 clientsFee: 0%

FiduciaryFee-Only

OMC FINANCIAL SERVICES LTD

DEWITT, NY · Since 1987

$328M AUM3 clientsFee: 0%

FiduciaryFee-Only

EAST END FINANCIAL GROUP, INC.

RIVERHEAD, NY · Since 1989

$689M AUM6 clientsFee: 0%

FiduciaryFee-Only

BAMCO, INC.

NEW YORK, NY · Since 1987

$39.5B AUM41 clientsFee: 0%

FiduciaryFee-Only

BARON CAPITAL MANAGEMENT, INC.

NEW YORK, NY · Since 1983

$10.8B AUM41 clientsFee: 0%

FiduciaryFee-Only

AMERICAN CAPITAL MANAGEMENT INC

NEW YORK, NY · Since 1980

$2.6B AUM8 clientsFee: 0%

FiduciaryFee-Only

FISCHER INVESTMENT GROUP, INC.

PITTSFORD, NY · Since 1987

$421M AUM4 clientsFee: 0%

FiduciaryFee-Only

BOURNE LENT ASSET MANAGAMENT, INC.

PAWLING, NY · Since 2000

$344M AUM3 clientsFee: 0%

FiduciaryFee-Only

BROWN BROTHERS HARRIMAN MUTUAL FUND ADVISORY DEPARTMENT

NEW YORK, NY · Since 2001

$7.2B AUM25 clientsFee: 0%

FiduciaryFee-Only

CFM ADVISORS INC

HAUPPAUGE, NY · Since 1999

$203M AUM5 clientsFee: 0%

FiduciaryFee-Only

STUYVESANT CAPITAL MANAGEMENT CORPORATION

ARMONK, NY · Since 1978

$43M AUM1 clientsFee: 0%

FiduciaryFee-Only

BESSEMER INVESTMENT MANAGEMENT LLC

NEW YORK, NY · Since 2001

$47.0B AUM45 clientsFee: 0%

FiduciaryFee-Only

SOUTH STREET ADVISORS, LLC

NEW YORK, NY · Since 1998

$906M AUM5 clientsFee: 0%

FiduciaryFee-Only

RAFFERTY ASSET MANAGEMENT, LLC

NEW YORK, NY · Since 1997

$55.2B AUM13 clientsFee: 0%

FiduciaryFee-Only

CONSOLIDATED PORTFOLIO REVIEW CORP

WOODBURY, NY · Since 1991

$1.6B AUM47 clientsFee: 0%

FiduciaryFee-Only

CULLEN CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2000

$11.6B AUM17 clientsFee: 0%

FiduciaryFee-Only

WALNUT INVESTMENT SERVICES LLC

BROOKLYN, NY · Since 2023

$94M AUM2 clientsFee: 0%

FiduciaryFee-Only

CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC

GARDEN CITY, NY · Since 2002

$110M AUM3 clientsFee: 0%

FiduciaryFee-Only

HILTON CAPITAL MANAGEMENT, LLC

GARDEN CITY, NY · Since 2002

$3.2B AUM6 clientsFee: 0%

FiduciaryFee-Only

SEAHORSE FINANCIAL ADVISERS INC.

MILLBROOK, NY · Since 2013

$87M AUM1 clientsFee: 0%

FiduciaryFee-Only

MAIN STREET FINANCIAL

PURCHASE, NY · Since 2012

$71M AUM3 clientsFee: 0%

FiduciaryFee-Only

ADVISOR FINANCIAL SERVICES, INC.

CHATHAM, NY · Since 2018

$63M AUM1 clientsFee: 0%

FiduciaryFee-Only

CANTY FINANCIAL MANAGEMENT, INC.

BALLSTON SPA, NY · Since 2007

$254M AUM3 clientsFee: 0%

FiduciaryFee-Only

STEINBERG ASSET MANAGEMENT, LLC

NEW YORK, NY · Since 2002

$172M AUM4 clientsFee: 0%

FiduciaryFee-Only

THE BENDIX FINANCIAL GROUP, INC.

GARDEN CITY, NY · Since 2014

$197M AUM3 clientsFee: 0%

FiduciaryFee-Only

SWS CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2002

$413M AUM4 clientsFee: 0%

FiduciaryFee-Only

SPRING MOUNTAIN CAPITAL, LP

NEW YORK, NY · Since 2003

$311M AUM9 clientsFee: 0%

FiduciaryFee-Only

VANBARTON GROUP LLC

NEW YORK, NY · Since 2002

$2.3B AUM20 clientsFee: 0%

FiduciaryFee-Only

CORE ALPHA, INC.

ROCHESTER, NY · Since 2020

$146M AUM3 clientsFee: 0%

FiduciaryFee-Only

BEACON FINANCIAL ADVISORS

RYE BROOK, NY · Since 2013

$228M AUM3 clientsFee: 0%

FiduciaryFee-Only

AMERAUDI ASSET MANAGEMENT, INC.

NEW YORK, NY · Since 2019

$2.1B AUM9 clientsFee: 0%

FiduciaryFee-Only

WESTCO ADVISORY SERVICES, INC.

LYNBROOK, NY · Since 2008

$254M AUM5 clientsFee: 0%

FiduciaryFee-Only

CAPSTONE INVESTMENT FINANCIAL GROUP, LLC

WEBSTER, NY · Since 2007

$175M AUM3 clientsFee: 0%

FiduciaryFee-Only

INDIANO CAPITAL MANAGEMENT

ROCHESTER, NY · Since 2006

$254M AUM2 clientsFee: 0%

FiduciaryFee-Only

WALLSTREETI.COM

NEW YORK, NY · Since 2021

$105M AUM1 clientsFee: 0%

FiduciaryFee-Only

HELLER WEALTH MANAGEMENT

MELVILLE, NY · Since 2003

$554M AUM4 clientsFee: 0%

FiduciaryFee-Only

SCOPIA CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2003

$587M AUM9 clientsFee: 0%

FiduciaryFee-Only

HARVEST MANAGEMENT, L.L.C.

NEW YORK, NY · Since 2003

$316M AUM5 clientsFee: 0%

FiduciaryFee-Only

KARAGOSIAN FINANCIAL SERVICES, INC

CROTON ON HUDSON, NY · Since 2021

$27M AUM1 clientsFee: 0%

FiduciaryFee-Only

ANCHOR CAPITAL MANAGEMENT, LLC

ITHACA, NY · Since 2014

$61M AUM3 clientsFee: 0%

FiduciaryFee-Only

KUTZ AND COMPANY INC.

GREAT NECK, NY · Since 2017

$115M AUM2 clientsFee: 0%

FiduciaryFee-Only

MARINER INVESTMENT GROUP, LLC

NEW YORK, NY · Since 2003

$149.6B AUM91 clientsFee: 0%

FiduciaryFee-Only

INCOME & ASSET ADVISORY, INC.

ARMONK, NY · Since 2009

$175M AUM3 clientsFee: 0%

FiduciaryFee-Only

BERTOLET CAPITAL LLC

NEW YORK, NY · Since 2003

$36M AUM1 clientsFee: 0%

FiduciaryFee-Only

GREENBUSH FINANCIAL GROUP, LLC

ALBANY, NY · Since 2012

$617M AUM3 clientsFee: 0%

FiduciaryFee-Only

FINANCIAL ADVISOR NETWORK, INC.

FARMINGDALE, NY · Since 2014

$135M AUM2 clientsFee: 0%

FiduciaryFee-Only

PROFESSIONAL FINANCIAL

PITTSFORD, NY · Since 2016

$226M AUM3 clientsFee: 0%

FiduciaryFee-Only

FAMA FIDUCIARY WEALTH LLC

ROCHESTER, NY · Since 2013

$100M AUM1 clientsFee: 0%

FiduciaryFee-Only

CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC

CLIFTON PARK, NY · Since 2008

$260M AUM0 clientsFee: 0%

FiduciaryFee-Only

CONSTELLATION ASSET MANAGEMENT, INC.

FAYETTEVILLE, NY · Since 2018

$79M AUM1 clientsFee: 0%

FiduciaryFee-Only

NEW HORIZON FINANCIAL STRATEGIES, LLC

ITHACA, NY · Since 2020

$217M AUM6 clientsFee: 0%

FiduciaryFee-Only

THE MUSTICO FINANCIAL GROUP, INC.

ELMIRA, NY · Since 2007

$317M AUM4 clientsFee: 0%

FiduciaryFee-Only

NESTEGG ADVISORS, INC.

HAUPPAUGE, NY · Since 2023

$273M AUM3 clientsFee: 0%

FiduciaryFee-Only

STRATEGIC WEALTH MANAGEMENT GROUP

NEW YORK, NY · Since 2005

$833M AUM5 clientsFee: 0%

FiduciaryFee-Only

SUMMIT PLANNING GROUP, INC.

E. SYRACUSE, NY · Since 2021

$111M AUM1 clientsFee: 0%

FiduciaryFee-Only

INSTITUTIONAL INVESTMENT ADVISORS CORP

NEW YORK, NY · Since 2013

$105M AUM1 clientsFee: 0%

FiduciaryFee-Only

GODFREY FINANCIAL ASSOCIATES, INC.

GLENMONT, NY · Since 2013

$183M AUM3 clientsFee: 0%

FiduciaryFee-Only

DCM ADVISORS, LLC

NEW YORK, NY · Since 2017

$261M AUM6 clientsFee: 0%

FiduciaryFee-Only

LESLIE MARIE GIORDANO

GARDEN CITY, NY · Since 2020

$63M AUM1 clientsFee: 0%

FiduciaryFee-Only

CAPITAL PRESERVATION PARTNERS, INC.

BRONXVILLE, NY · Since 2009

$222M AUM3 clientsFee: 0%

FiduciaryFee-Only

IFC PERSONAL MONEY MANAGERS, INC.

NEW YORK, NY · Since 2014

$451M AUM1 clientsFee: 0%

FiduciaryFee-Only

AJF CAPITAL MANAGEMENT, INC.

NEW YORK, NY · Since 2015

$179M AUM4 clientsFee: 0%

FiduciaryFee-Only

AMAZZ INVESTMENT MANAGEMENT, INC.

WILLIAMSVILLE, NY · Since 2015

$78M AUM1 clientsFee: 0%

FiduciaryFee-Only

EAGAN CAPITAL MANAGEMENT, LLC

FAYETTEVILLE, NY · Since 2008

$86M AUM1 clientsFee: 0%

FiduciaryFee-Only

ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, LLC

PLAINVIEW, NY · Since 2003

$464M AUM3 clientsFee: 0%

FiduciaryFee-Only

INFINITI WEALTH MANAGEMENT

BREWSTER, NY · Since 2008

$187M AUM3 clientsFee: 0%

FiduciaryFee-Only

PENBROOK MANAGEMENT LLC

NEW YORK, NY · Since 2004

$175M AUM4 clientsFee: 0%

FiduciaryFee-Only

PARTNERS CAPITAL SERVICES, INC.

HAUPPAUGE, NY · Since 2014

$109M AUM12 clientsFee: 0%

FiduciaryFee-Only

W & S MANAGEMENT SERVICES, INC.

ROCHESTER, NY · Since 2008

$166M AUM4 clientsFee: 0%

FiduciaryFee-Only

FRANCIS FINANCIAL

NEW YORK, NY · Since 2012

$803M AUM7 clientsFee: 0%

FiduciaryFee-Only

ROBOTTI & COMPANY ADVISORS, LLC

NEW YORK, NY · Since 2001

$950M AUM14 clientsFee: 0%

FiduciaryFee-Only

SOUND POINT LUNA LLC

NEW YORK, NY · Since 2003

$10.2B AUM35 clientsFee: 0%

FiduciaryFee-Only

MOLLOT & HARDY, INC.

AMHERST, NY · Since 2018

$81M AUM2 clientsFee: 0%

FiduciaryFee-Only

GENERATION CAPITAL MANAGEMENT LLC

PITTSFORD, NY · Since 2009

$1.2B AUM1 clientsFee: 0%

FiduciaryFee-Only

COLLINS ADVISORS, LLC

BUFFALO, NY · Since 2011

$176M AUM1 clientsFee: 0%

FiduciaryFee-Only

CSM CAPITAL CORPORATION

NEW YORK, NY · Since 2004

$1.8B AUM5 clientsFee: 0%

FiduciaryFee-Only

FEDERMANN FINANCIAL ADVISORS INC.

ROCKY POINT, NY · Since 2010

$108M AUM3 clientsFee: 0%

FiduciaryFee-Only

HUDSON PORTFOLIO MANAGEMENT LLC

GARRISON, NY · Since 2004

$186M AUM5 clientsFee: 0%

FiduciaryFee-Only

LISANTI CAPITAL GROWTH LLC

NEW YORK, NY · Since 2004

$432M AUM3 clientsFee: 0%

FiduciaryFee-Only

HURLEY CAPITAL, LLC

NEW YORK, NY · Since 2008

$326M AUM2 clientsFee: 0%

FiduciaryFee-Only

NINE THIRTY CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2004

$615M AUM2 clientsFee: 0%

FiduciaryFee-Only

APOLLO INVESTMENT MANAGEMENT, L.P.

NEW YORK, NY · Since 2004

$3.3B AUM912 clientsFee: 0%

FiduciaryFee-Only

INTEGRATED FINANCIAL CONSULTING, LLC

AIRMONT, NY · Since 2016

$141M AUM1 clientsFee: 0%

FiduciaryFee-Only

ADIRONDACK RESEARCH & MANAGEMENT INC.

GUILDERLAND, NY · Since 2004

$126M AUM3 clientsFee: 0%

FiduciaryFee-Only

APIS CAPITAL ADVISORS, LLC

NEW YORK, NY · Since 2013

$1.4B AUM6 clientsFee: 0%

FiduciaryFee-Only

J. SAFRA ASSET MANAGEMENT CORPORATION

NEW YORK CITY, NY · Since 2004

$6.3B AUM13 clientsFee: 0%

FiduciaryFee-Only

METALMARK MANAGEMENT II LLC

NEW YORK, NY · Since 2005

$2.5B AUM14 clientsFee: 0%

FiduciaryFee-Only

MADISON ADVISORY SERVICES, INC.

WHITE PLAINS, NY · Since 2015

$510M AUM11 clientsFee: 0%

FiduciaryFee-Only

JC MIANO INVESTMENT ADVISORY SERVICE

UTICA, NY · Since 2007

$55M AUM1 clientsFee: 0%

FiduciaryFee-Only

TIMESSQUARE CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2004

$7.9B AUM18 clientsFee: 0%

FiduciaryFee-Only

LIPE & DALTON INVESTMENT COUNSEL

SYRACUSE, NY · Since 2006

$780M AUM2 clientsFee: 0%

FiduciaryFee-Only

PETER KIMMELMAN ASSET MANAGEMENT LP

NEW YORK, NY · Since 2006

$466M AUM4 clientsFee: 0%

FiduciaryFee-Only

ADIRONDACK CAPITAL ADVISORS, LLC

SYRACUSE, NY · Since 2019

$422M AUM4 clientsFee: 0%

FiduciaryFee-Only

GENERAL ATLANTIC SERVICE COMPANY, L.P.

NEW YORK, NY · Since 2005

$125.3B AUM411 clientsFee: 0%

FiduciaryFee-Only

MAZARS WEALTH ADVISORS

NEW YORK, NY · Since 2005

$0 AUM0 clientsFee: 0%

FiduciaryFee-Only

MACE CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2007

$86M AUM1 clientsFee: 0%

FiduciaryFee-Only

REYNOLDS CONSULTING SERVICES LLC

HICKSVILLE, NY · Since 2006

$0 AUM4 clientsFee: 0%

FiduciaryFee-Only

O'BRIEN CAPITAL MANAGEMENT, INC.

NYACK, NY · Since 2021

$41M AUM1 clientsFee: 0%

FiduciaryFee-Only

HEMISPHERE PARTNERS LLC

NEW YORK, NY · Since 2005

$229M AUM2 clientsFee: 0%

FiduciaryFee-Only

UNFCU ADVISORS LLC

LONG ISLAND CITY, NY · Since 2006

$30M AUM4 clientsFee: 0%

FiduciaryFee-Only

FIDUCIARY MANAGEMENT GROUP, LLC

NEW YORK, NY · Since 2013

$71M AUM1 clientsFee: 0%

FiduciaryFee-Only

CROSS SHORE CAPITAL MANAGEMENT, LLC

GREAT NECK, NY · Since 2006

$147M AUM2 clientsFee: 0%

FiduciaryFee-Only

GRAVITY CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2020

$94M AUM2 clientsFee: 0%

FiduciaryFee-Only

WATERFALL ASSET MANAGEMENT, LLC

NEW YORK, NY · Since 2006

$22.0B AUM55 clientsFee: 0%

FiduciaryFee-Only

VECTORS ASSET MANAGEMENT

NEW YORK, NY · Since 2005

$1.0B AUM4 clientsFee: 0%

FiduciaryFee-Only

CANTILLON CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2006

$22.8B AUM8 clientsFee: 0%

FiduciaryFee-Only

MONTGOMERY CAPITAL ADVISORS LLC

NEW YORK, NY · Since 2005

$130M AUM1 clientsFee: 0%

FiduciaryFee-Only

L&L PARTNERS WEALTH MANAGEMENT, LLC

SUFFERN, NY · Since 2017

$82M AUM2 clientsFee: 0%

FiduciaryFee-Only

FRANKLIN TEMPLETON FUND ADVISER, LLC

NEW YORK, NY · Since 2006

$167.4B AUM0 clientsFee: 0%

FiduciaryFee-Only

HAYES ASSET MANAGEMENT, LLC

ROCHESTER, NY · Since 2006

$117M AUM4 clientsFee: 0%

FiduciaryFee-Only

FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC

NEW YORK, NY · Since 2007

$139.9B AUM2 clientsFee: 0%

FiduciaryFee-Only

EDGE WEALTH MANAGEMENT, LLC

NEW YORK, NY · Since 2006

$827M AUM5 clientsFee: 0%

FiduciaryFee-Only

SHELTER ROCK MANAGEMENT, LLC

JERICHO, NY · Since 2013

$232M AUM4 clientsFee: 0%

FiduciaryFee-Only

LIBERTY STREET ADVISORS, INC.

NEW YORK, NY · Since 2007

$1.9B AUM13 clientsFee: 0%

FiduciaryFee-Only

BRYDEN-ABRAMS INVESTMENT MANAGEMENT LLC

NEW YORK, NY · Since 2007

$45M AUM2 clientsFee: 0%

FiduciaryFee-Only

R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS

DEWITT, NY · Since 2009

$159M AUM3 clientsFee: 0%

FiduciaryFee-Only

PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2007

$238M AUM1 clientsFee: 0%

FiduciaryFee-Only

BESPOKE INVESTMENT GROUP, LLC

HARRISON, NY · Since 2021

$101M AUM5 clientsFee: 0%

FiduciaryFee-Only

HS MANAGEMENT PARTNERS, LLC

NEW YORK, NY · Since 2007

$470M AUM5 clientsFee: 0%

FiduciaryFee-Only

GLOBAL X MANAGEMENT COMPANY LLC

NEW YORK, NY · Since 2008

$83.0B AUM30 clientsFee: 0%

FiduciaryFee-Only

PRIVATE CLIENT ASSET MANAGEMENT, INC.

MASSAPEQUA, NY · Since 2012

$181M AUM2 clientsFee: 0%

FiduciaryFee-Only

LUESINK STENSTROM FINANCIAL

NEW YORK, NY · Since 2020

$94M AUM2 clientsFee: 0%

FiduciaryFee-Only

CONSTANTINE BARRY ASSET MANAGEMENT (CBAM)

NEW YORK, NY · Since 2008

$139M AUM2 clientsFee: 0%

FiduciaryFee-Only

CQS (US), LLC

NEW YORK, NY · Since 2008

$3.0B AUM10 clientsFee: 0%

FiduciaryFee-Only

LANTERN WEALTH ADVISORS, LLC

MELVILLE, NY · Since 2014

$320M AUM26 clientsFee: 0%

FiduciaryFee-Only

MIRAE ASSET GLOBAL INVESTMENTS (USA) LLC

NEW YORK, NY · Since 2008

$5.8B AUM13 clientsFee: 0%

FiduciaryFee-Only

GLOBAL CREDIT ADVISERS, LLC

NEW YORK, NY · Since 2008

$506M AUM7 clientsFee: 0%

FiduciaryFee-Only

LYRICAL ASSET MANAGEMENT LP

NEW YORK, NY · Since 2010

$7.4B AUM6 clientsFee: 0%

FiduciaryFee-Only

RGA INVESTMENT ADVISORS, LLC

GREAT NECK, NY · Since 2021

$101M AUM4 clientsFee: 0%

FiduciaryFee-Only

GOTHAM ASSET MANAGEMENT, LLC

NEW YORK, NY · Since 2009

$30.0B AUM22 clientsFee: 0%

FiduciaryFee-Only

SEAWAY ADVISORS

FAIRPORT, NY · Since 2015

$51M AUM2 clientsFee: 0%

FiduciaryFee-Only

UNITED FINANCIAL PLANNING GROUP LLC

HAUPPAUGE, NY · Since 2018

$347M AUM4 clientsFee: 0%

FiduciaryFee-Only

LAIDLAW WEALTH MANAGEMENT LLC

NEW YORK, NY · Since 2018

$108M AUM5 clientsFee: 0%

FiduciaryFee-Only

WASHINGTON SQUARE CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2015

$90M AUM2 clientsFee: 0%

FiduciaryFee-Only

16TH AMENDMENT ADVISORS LLC

NEW YORK, NY · Since 2009

$390M AUM6 clientsFee: 0%

FiduciaryFee-Only

ASPIRE ADVISORS, LLC

NORTH WHITE PLAINS, NY · Since 2013

$109M AUM6 clientsFee: 0%

FiduciaryFee-Only

GIA PARTNERS, LLC.

NEW YORK, NY · Since 2009

$1.1B AUM5 clientsFee: 0%

FiduciaryFee-Only

MINICHMACGREGOR WEALTH MANAGEMENT, LLC

SARATOGA SPRINGS, NY · Since 2009

$723M AUM7 clientsFee: 0%

FiduciaryFee-Only

SILVERBAY CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2009

$16.1B AUM30 clientsFee: 0%

FiduciaryFee-Only

HAZARD & SIEGEL ADVISORY SERVICES LLC

DEWITT, NY · Since 2009

$450M AUM23 clientsFee: 0%

FiduciaryFee-Only

ARMBRUSTER CAPITAL MANAGEMENT, INC.

PITTSFORD, NY · Since 2010

$1.1B AUM7 clientsFee: 0%

FiduciaryFee-Only

SAFRAN WEALTH ADVISORS, LLC

NEW YORK, NY · Since 2009

$133M AUM1 clientsFee: 0%

FiduciaryFee-Only

CONTINUUM WEALTH ADVISORS, LLC

SARATOGA SPRINGS, NY · Since 2010

$346M AUM5 clientsFee: 0%

FiduciaryFee-Only

BROCK FIDUCIARY SERVICES LLC

NEW YORK, NY · Since 2010

$588M AUM1 clientsFee: 0%

FiduciaryFee-Only

LEXION CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2012

$88M AUM1 clientsFee: 0%

FiduciaryFee-Only

DAVIS CAPITAL ADVISORS, LLC

NEW YORK, NY · Since 2025

$47M AUM1 clientsFee: 0%

FiduciaryFee-Only

BLANK EQUITY MANAGEMENT LLC

PORT WASHINGTON, NY · Since 2014

$143M AUM2 clientsFee: 0%

FiduciaryFee-Only

RICHARD BERNSTEIN ADVISORS LLC

NEW YORK, NY · Since 2010

$3.8B AUM7 clientsFee: 0%

FiduciaryFee-Only

MPC CAPITAL ADVISORS, LLC

ROCKVILLE CENTRE, NY · Since 2010

$22.6B AUM6 clientsFee: 0%

FiduciaryFee-Only

ALLSQUARE WEALTH MANAGEMENT, LLC

ALBANY, NY · Since 2010

$308M AUM4 clientsFee: 0%

FiduciaryFee-Only

MEMBERS ADVISORY GROUP, LLC

WILLIAMSVILLE, NY · Since 2012

$443M AUM4 clientsFee: 0%

FiduciaryFee-Only

13D MANAGEMENT LLC

NEW YORK, NY · Since 2024

$99M AUM6 clientsFee: 0%

FiduciaryFee-Only

MOELIS CAPITAL PARTNERS LLC

NEW YORK, NY · Since 2010

$147M AUM0 clientsFee: 0%

FiduciaryFee-Only

MOUNTAIN VIEW STRATEGIC WEALTH, LLC

HOPEWELL JUNCTION, NY · Since 2024

$63M AUM1 clientsFee: 0%

FiduciaryFee-Only

HALYARD ASSET MANAGEMENT LLC

WHITE PLAINS, NY · Since 2010

$2.0B AUM3 clientsFee: 0%

FiduciaryFee-Only

MCNEILL CAPITAL, LLC

SARATOGA SPRINGS, NY · Since 2024

$41M AUM1 clientsFee: 0%

FiduciaryFee-Only

LGK ADVISORS, LLC

NEW YORK, NY · Since 2010

$4.4B AUM10 clientsFee: 0%

FiduciaryFee-Only

DDO ADVISORY SERVICES, LLC

RHINEBECK, NY · Since 2024

$27M AUM1 clientsFee: 0%

FiduciaryFee-Only

WESTFULLER ADVISORS, LLC

NEW YORK, NY · Since 2017

$3.4B AUM14 clientsFee: 0%

FiduciaryFee-Only

GREENWOOD INVESTORS LLC

NEW YORK, NY · Since 2018

$180M AUM2 clientsFee: 0%

FiduciaryFee-Only

OBRA CAPITAL MANAGEMENT, LLC.

NEW YORK, NY · Since 2010

$5.7B AUM84 clientsFee: 0%

FiduciaryFee-Only

20 GATES MANAGEMENT LLC

NEW YORK, NY · Since 2011

$5.0B AUM8 clientsFee: 0%

FiduciaryFee-Only

CLEARBROOK INVESTMENT SOLUTIONS LLC

NEW YORK, NY · Since 2011

$150M AUM5 clientsFee: 0%

FiduciaryFee-Only

VESTAR CAPITAL PARTNERS, LLC

NEW YORK, NY · Since 2012

$2.6B AUM16 clientsFee: 0%

FiduciaryFee-Only

APOLLO CREDIT MANAGEMENT, LLC

NEW YORK, NY · Since 2011

$30.0B AUM912 clientsFee: 0%

FiduciaryFee-Only

683 CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2012

$2.4B AUM5 clientsFee: 0%

FiduciaryFee-Only

POST RESCH TALLON GROUP

PITTSFORD, NY · Since 2012

$340M AUM5 clientsFee: 0%

FiduciaryFee-Only

GOLD COAST WEALTH MANAGEMENT, LLC

JERICHO, NY · Since 2011

$414M AUM2 clientsFee: 0%

FiduciaryFee-Only

SAW MILL CAPITAL L.L.C.

BRIARCLIFF MANOR, NY · Since 2012

$1.0B AUM18 clientsFee: 0%

FiduciaryFee-Only

LONE PEAK PARTNERS MANAGEMENT LP

NEW YORK, NY · Since 2012

$210M AUM2 clientsFee: 0%

FiduciaryFee-Only

C-III INVESTMENT MANAGEMENT LLC

NEW YORK, NY · Since 2011

$2.5B AUM30 clientsFee: 0%

FiduciaryFee-Only

VSS FUND MANAGEMENT LLC

NEW YORK, NY · Since 2012

$1.2B AUM28 clientsFee: 0%

FiduciaryFee-Only

EQUITABLE INVESTMENT MANAGEMENT GROUP, LLC

NEW YORK, NY · Since 2011

$167.2B AUM11 clientsFee: 0%

FiduciaryFee-Only

KRANE FUNDS ADVISORS, LLC

NEW YORK, NY · Since 2013

$11.6B AUM12 clientsFee: 0%

FiduciaryFee-Only

WILLOWRIDGE PARTNERS, INC.

NEW YORK, NY · Since 2012

$2.5B AUM12 clientsFee: 0%

FiduciaryFee-Only

STEADFAST CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2012

$10.4B AUM25 clientsFee: 0%

FiduciaryFee-Only

HAYFIN CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2012

$1.6B AUM32 clientsFee: 0%

FiduciaryFee-Only

MONEDA USA, INC.

NEW YORK, NY · Since 2012

$694M AUM3 clientsFee: 0%

FiduciaryFee-Only

FUNDAMENTAL ADVISORS LP

NEW YORK, NY · Since 2012

$4.1B AUM27 clientsFee: 0%

FiduciaryFee-Only

RAINE CAPITAL LLC

NEW YORK, NY · Since 2012

$2.8B AUM106 clientsFee: 0%

FiduciaryFee-Only

SNOW PHIPPS GROUP, LLC

NEW YORK, NY · Since 2012

$777M AUM2 clientsFee: 0%

FiduciaryFee-Only

COLLER CAPITAL INC

NEW YORK, NY · Since 2014

$9.0B AUM25 clientsFee: 0%

FiduciaryFee-Only

PRELUDE CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2012

$2.4B AUM11 clientsFee: 0%

FiduciaryFee-Only

NMS CAPITAL SERVICES, LLC

NEW YORK, NY · Since 2012

$1.9B AUM23 clientsFee: 0%

FiduciaryFee-Only

CARSWELL INVESTMENTS, LLC

EAST SYRACUSE, NY · Since 2011

$322M AUM2 clientsFee: 0%

FiduciaryFee-Only

NORTH CASTLE PARTNERS, LLC

NEW YORK, NY · Since 2012

$1.3B AUM11 clientsFee: 0%

FiduciaryFee-Only

REDWOOD CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2012

$11.0B AUM16 clientsFee: 0%

FiduciaryFee-Only

PENSO ADVISORS, LLC

NEW YORK, NY · Since 2012

$1.1B AUM2 clientsFee: 0%

FiduciaryFee-Only

TWIN SECURITIES, INC.

NEW YORK, NY · Since 2012

$318M AUM4 clientsFee: 0%

FiduciaryFee-Only

MUSSETT WEALTH MANAGEMENT, LLC

RENSSELAER, NY · Since 2017

$110M AUM2 clientsFee: 0%

FiduciaryFee-Only

LANDMARK WEALTH MANAGEMENT, LLC

MELVILLE, NY · Since 2015

$442M AUM6 clientsFee: 0%

FiduciaryFee-Only

GREYLOCK PEAK INVESTMENTS, LLC

NEW YORK, NY · Since 2020

$0 AUM1 clientsFee: 0%

FiduciaryFee-Only

NOVEM GROUP

ROCHESTER, NY · Since 2011

$1.7B AUM50 clientsFee: 0%

FiduciaryFee-Only

BLUE SPARK CAPITAL ADVISORS

NEW YORK, NY · Since 2015

$243M AUM2 clientsFee: 0%

FiduciaryFee-Only

ADC WEALTH MANAGEMENT, LLC

MASSAPEQUA, NY · Since 2012

$206M AUM2 clientsFee: 0%

FiduciaryFee-Only

CARTESIAN CAPITAL GROUP

NEW YORK, NY · Since 2012

$863M AUM20 clientsFee: 0%

FiduciaryFee-Only

FINANCIAL PLANNING ASSOCIATES, LLC

WHITE PLAINS, NY · Since 2014

$75M AUM1 clientsFee: 0%

FiduciaryFee-Only

AXONIC CAPITAL LLC

NEW YORK, NY · Since 2012

$10.0B AUM36 clientsFee: 0%

FiduciaryFee-Only

LINDEN GLOBAL STRATEGIES LLC

NEW YORK, NY · Since 2012

$1.6B AUM5 clientsFee: 0%

FiduciaryFee-Only

STONEPEAK

NEW YORK, NY · Since 2012

$81.9B AUM186 clientsFee: 0%

FiduciaryFee-Only

PEAPOD LANE CAPITAL LLC

BEDFORD HILLS, NY · Since 2024

$108M AUM2 clientsFee: 0%

FiduciaryFee-Only

DARK HORSE WEALTH LLC

CAZENOVIA, NY · Since 2025

$37M AUM1 clientsFee: 0%

FiduciaryFee-Only

STONEBRIDGE PARTNERS LLC

WHITE PLAINS, NY · Since 2012

$99M AUM3 clientsFee: 0%

FiduciaryFee-Only

QUAD PARTNERS LLC

NEW YORK, NY · Since 2012

$743M AUM10 clientsFee: 0%

FiduciaryFee-Only

GF CAPITAL ASSET ADVISORS, LLC

NEW YORK, NY · Since 2012

$288M AUM3 clientsFee: 0%

FiduciaryFee-Only

PARKVIEW US LLC

NEW YORK CITY, NY · Since 2012

$312M AUM4 clientsFee: 0%

FiduciaryFee-Only

KINDERHOOK INDUSTRIES, LLC

NEW YORK, NY · Since 2012

$11.5B AUM22 clientsFee: 0%

FiduciaryFee-Only

COHESIVE CAPITAL PARTNERS

NEW YORK, NY · Since 2013

$1.4B AUM6 clientsFee: 0%

FiduciaryFee-Only

TIGER GLOBAL MANAGEMENT, LLC

NEW YORK, NY · Since 2012

$78.0B AUM49 clientsFee: 0%

FiduciaryFee-Only

LADDER CAPITAL ASSET MANAGEMENT LLC

NEW YORK, NY · Since 2021

$0 AUM12 clientsFee: 0%

FiduciaryFee-Only

KIMMERIDGE ENERGY MANAGEMENT COMPANY, LLC

NEW YORK, NY · Since 2012

$6.3B AUM20 clientsFee: 0%

FiduciaryFee-Only

ACCUMULUS CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2012

$1.7B AUM7 clientsFee: 0%

FiduciaryFee-Only

LK FINANCIAL PLANNING LLC

NEW YORK, NY · Since 2015

$87M AUM1 clientsFee: 0%

FiduciaryFee-Only

SFW CAPITAL PARTNERS LP

RYE, NY · Since 2012

$477M AUM6 clientsFee: 0%

FiduciaryFee-Only

RPM CAPITAL PARTNERS, LLC

NEW YORK, NY · Since 2012

$234M AUM5 clientsFee: 0%

FiduciaryFee-Only

VCFA GROUP

NEW YORK, NY · Since 2012

$410M AUM6 clientsFee: 0%

FiduciaryFee-Only

NEW LEGACY GROUP, LLC

NEW YORK, NY · Since 2012

$1.3B AUM8 clientsFee: 0%

FiduciaryFee-Only

MQS MANAGEMENT, LLC

NEW YORK, NY · Since 2012

$299M AUM5 clientsFee: 0%

FiduciaryFee-Only

ROSE SMART GROWTH INVESTMENT ADVISORS, LLC

NEW YORK, NY · Since 2012

$2.0B AUM50 clientsFee: 0%

FiduciaryFee-Only

ZMC ADVISORS, L.P.

NEW YORK, NY · Since 2012

$2.6B AUM14 clientsFee: 0%

FiduciaryFee-Only

PEMBROOK CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2012

$469M AUM10 clientsFee: 0%

FiduciaryFee-Only

CORTEC GROUP MANAGEMENT SERVICES, LLC

NEW YORK, NY · Since 2012

$6.6B AUM25 clientsFee: 0%

FiduciaryFee-Only

STABILIS CAPITAL MANAGEMENT, LP

NEW YORK, NY · Since 2012

$220M AUM8 clientsFee: 0%

FiduciaryFee-Only

RP MANAGEMENT, LLC

NEW YORK, NY · Since 2012

$2.1B AUM1 clientsFee: 0%

FiduciaryFee-Only

INVUS FINANCIAL ADVISORS, LLC

NEW YORK, NY · Since 2012

$16.2B AUM43 clientsFee: 0%

FiduciaryFee-Only

INTEGRITY ADVISORY PARTNERS LLC

NEW YORK, NY · Since 2023

$46M AUM2 clientsFee: 0%

FiduciaryFee-Only

REAGAN COMPANIES ASSET MANAGEMENT, INC

SYRACUSE, NY · Since 2013

$1.2B AUM4 clientsFee: 0%

FiduciaryFee-Only

ROTHSCHILD CAPITAL PARTNERS

NEW YORK, NY · Since 2012

$470M AUM5 clientsFee: 0%

FiduciaryFee-Only

GOODE PARTNERS LLC

NEW YORK, NY · Since 2012

$317M AUM5 clientsFee: 0%

FiduciaryFee-Only

WILDCAT CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2012

$4.1B AUM13 clientsFee: 0%

FiduciaryFee-Only

BASALT INFRASTRUCTURE PARTNERS LLC

NEW YORK, NY · Since 2012

$9.6B AUM14 clientsFee: 0%

FiduciaryFee-Only

4THOUGHT FINANCIAL GROUP INC.

SYOSSET, NY · Since 2012

$214M AUM5 clientsFee: 0%

FiduciaryFee-Only

LONG POINT CAPITAL, INC

NEW YORK, NY · Since 2013

$214M AUM5 clientsFee: 0%

FiduciaryFee-Only

ARBOR REALTY COLLATERAL MANAGEMENT, LLC

UNIONDALE, NY · Since 2012

$4.6B AUM50 clientsFee: 0%

FiduciaryFee-Only

NEW LEAF VENTURE PARTNERS

NEW YORK, NY · Since 2015

$408M AUM2 clientsFee: 0%

FiduciaryFee-Only

GREENLINE PARTNERS

NEW YORK, NY · Since 2014

$1.4B AUM3 clientsFee: 0%

FiduciaryFee-Only

CERITY PARTNERS RETIREMENT PLAN CONSULTANTS

NEW YORK, NY · Since 2012

$40.3B AUM153 clientsFee: 0%

FiduciaryFee-Only

TRUCK CAPITAL

NEW YORK, NY · Since 2016

$58M AUM6 clientsFee: 0%

FiduciaryFee-Only

MARSHALL + STERLING WEALTH ADVISORS, INC.

POUGHKEEPSIE, NY · Since 2013

$1.6B AUM9 clientsFee: 0%

FiduciaryFee-Only

LOWELL ROAD ASSET MANAGEMENT, INC.

MANHASSET, NY · Since 2014

$50M AUM2 clientsFee: 0%

FiduciaryFee-Only

INTERVAL PARTNERS, L.P.

NEW YORK, NY · Since 2013

$9.4B AUM27 clientsFee: 0%

FiduciaryFee-Only

WESTMORE ASSET MANAGEMENT

PEARL RIVER, NY · Since 2012

$54M AUM1 clientsFee: 0%

FiduciaryFee-Only

VALUE INVESTMENT PROFESSIONALS, LLC

NEW YORK, NY · Since 2022

$247M AUM4 clientsFee: 0%

FiduciaryFee-Only

747 CAPITAL, LLC

NEW YORK, NY · Since 2014

$1.1B AUM7 clientsFee: 0%

FiduciaryFee-Only

RAVEN CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2014

$139M AUM11 clientsFee: 0%

FiduciaryFee-Only

STONE HILL FIDUCIARY MANAGEMENT, LLC

GREAT NECK, NY · Since 2012

$2.8B AUM2 clientsFee: 0%

FiduciaryFee-Only

BLUEROCK FUND ADVISOR, LLC

NEW YORK, NY · Since 2012

$3.5B AUM11 clientsFee: 0%

FiduciaryFee-Only

SIO CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2013

$1.3B AUM7 clientsFee: 0%

FiduciaryFee-Only

CRESCENT HILL PARTNERS LLC

SARATOGA SPRINGS, NY · Since 2013

$299M AUM1 clientsFee: 0%

FiduciaryFee-Only

MB FAMILY ADVISORS

NEW YORK, NY · Since 2013

$204M AUM2 clientsFee: 0%

FiduciaryFee-Only

NAPIER PARK GLOBAL CAPITAL (US) LP

NEW YORK, NY · Since 2013

$14.6B AUM43 clientsFee: 0%

FiduciaryFee-Only

SESSA CAPITAL

NEW YORK, NY · Since 2014

$7.5B AUM7 clientsFee: 0%

FiduciaryFee-Only

INFRASTRUCTURE CAPITAL ADVISORS, LLC

NEW YORK, NY · Since 2014

$3.6B AUM6 clientsFee: 0%

FiduciaryFee-Only

SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2013

$410M AUM3 clientsFee: 0%

FiduciaryFee-Only

CLEARLINE CAPITAL LP

NEW YORK, NY · Since 2014

$1.4B AUM6 clientsFee: 0%

FiduciaryFee-Only

CANNON HILL INVESTMENT MANAGEMENT, LLC

NEW YORK, NY · Since 2013

$24M AUM14 clientsFee: 0%

FiduciaryFee-Only

LCN CAPITAL MANAGEMENT, L.P.

NEW YORK, NY · Since 2013

$5.9B AUM21 clientsFee: 0%

FiduciaryFee-Only

STASH WEALTH, LLC

NEW YORK, NY · Since 2024

$52M AUM2 clientsFee: 0%

FiduciaryFee-Only

LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC.

HAUPPAUGE, NY · Since 2013

$884M AUM1 clientsFee: 0%

FiduciaryFee-Only

WATERFRONT CAPITAL PARTNERS LLC

NEW YORK, NY · Since 2013

$99M AUM2 clientsFee: 0%

FiduciaryFee-Only

VCP FINANCIAL LLC

STATEN ISLAND, NY · Since 2018

$143M AUM4 clientsFee: 0%

FiduciaryFee-Only

ABBONDANDOLO WEALTH MANAGEMENT CORP

GLEN COVE, NY · Since 2014

$112M AUM1 clientsFee: 0%

FiduciaryFee-Only

TEKMEN WELLS LLC

NEW YORK, NY · Since 2013

$92M AUM2 clientsFee: 0%

FiduciaryFee-Only

QUINT INVESTMENTS AND INSURANCE

WAPPINGERS FALLS, NY · Since 2020

$110M AUM8 clientsFee: 0%

FiduciaryFee-Only

ALTA FUNDAMENTAL ADVISERS LLC

NEW YORK, NY · Since 2014

$466M AUM4 clientsFee: 0%

FiduciaryFee-Only

MYDA ADVISORS LLC

WOODMERE, NY · Since 2016

$821M AUM7 clientsFee: 0%

FiduciaryFee-Only

ASHBAY CAPITAL, LLC

NEW YORK,, NY · Since 2013

$138M AUM1 clientsFee: 0%

FiduciaryFee-Only

PERENNIAL

NEW YORK, NY · Since 2013

$762M AUM4 clientsFee: 0%

FiduciaryFee-Only

REDBIRD CAPITAL PARTNERS MANAGEMENT LLC

NEW YORK, NY · Since 2013

$14.0B AUM76 clientsFee: 0%

FiduciaryFee-Only

BUFFALO FIRST WEALTH MANAGEMENT, LLC

WILLIAMSVILLE, NY · Since 2020

$92M AUM4 clientsFee: 0%

FiduciaryFee-Only

MAGELLAN FINANCIAL SOLUTIONS LLC

WARWICK, NY · Since 2024

$40M AUM1 clientsFee: 0%

FiduciaryFee-Only

APOLLO REAL ESTATE FUND ADVISER, LLC

NEW YORK, NY · Since 2014

$4.3B AUM912 clientsFee: 0%

FiduciaryFee-Only

VENROCK ADVISER, LLC

NEW YORK, NY · Since 2014

$4.5B AUM11 clientsFee: 0%

FiduciaryFee-Only

HENRY JAMES INTERNATIONAL MANAGEMENT, INC.

NEW YORK, NY · Since 2014

$402M AUM3 clientsFee: 0%

FiduciaryFee-Only

CASDIN CAPITAL, LLC

NEW YORK, NY · Since 2017

$2.9B AUM11 clientsFee: 0%

FiduciaryFee-Only

BLUE ROAD MANAGEMENT, L.P.

NEW YORK, NY · Since 2014

$2.0B AUM6 clientsFee: 0%

FiduciaryFee-Only

BRIARWOOD CHASE MANAGEMENT LLC

NEW YORK, NY · Since 2014

$1.4B AUM10 clientsFee: 0%

FiduciaryFee-Only

SOPHIS INVESTMENTS LLC

NEW YORK, NY · Since 2019

$130M AUM5 clientsFee: 0%

FiduciaryFee-Only

EXCEED ADVISORY LLC

NEW YORK, NY · Since 2014

$119M AUM2 clientsFee: 0%

FiduciaryFee-Only

OLD ORCHARD CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2014

$1.8B AUM12 clientsFee: 0%

FiduciaryFee-Only

FREEDOM 3 CAPITAL LLC

NEW YORK, NY · Since 2014

$1.1B AUM13 clientsFee: 0%

FiduciaryFee-Only

QUANTBOT TECHNOLOGIES, LP

NEW YORK, NY · Since 2014

$6.7B AUM47 clientsFee: 0%

FiduciaryFee-Only

DUTCH ASSET CORPORATION

SELKIRK, NY · Since 2021

$187M AUM8 clientsFee: 0%

FiduciaryFee-Only

LAGODA INVESTMENT MANAGEMENT, L.P.

NEW YORK, NY · Since 2014

$313M AUM2 clientsFee: 0%

FiduciaryFee-Only

RETHINK CAPITAL PARTNERS, LLC

WHITE PLAINS, NY · Since 2015

$2.2B AUM22 clientsFee: 0%

FiduciaryFee-Only

STRATACORE CAPITAL MANAGEMENT, LLC.

NEW YORK, NY · Since 2020

$97M AUM2 clientsFee: 0%

FiduciaryFee-Only

NOTE ADVISORS, LLC

BUFFALO, NY · Since 2014

$437M AUM6 clientsFee: 0%

FiduciaryFee-Only

STRATEGAS ASSET MANAGEMENT, LLC

NEW YORK, NY · Since 2018

$458M AUM15 clientsFee: 0%

FiduciaryFee-Only

SQUAREPOINT OPS LLC

NEW YORK, NY · Since 2014

$227.0B AUM61 clientsFee: 0%

FiduciaryFee-Only

RADIX ORGANIZATION, INC.

NEW YORK, NY · Since 2014

$200M AUM3 clientsFee: 0%

FiduciaryFee-Only

CAMBRIDGE WEALTH MANAGEMENT, LLC

CAMBRIDGE, NY · Since 2021

$32M AUM1 clientsFee: 0%

FiduciaryFee-Only

ATWOB

KATONAH, NY · Since 2020

$114M AUM2 clientsFee: 0%

FiduciaryFee-Only

S. WILLIAMS CAPITAL, LLC

NEW YORK, NY · Since 2025

$29M AUM1 clientsFee: 0%

FiduciaryFee-Only

A.G. MORGAN FINANCIAL ADVISORS, LLC

MASSAPEQUA, NY · Since 2015

$175M AUM3 clientsFee: 0%

FiduciaryFee-Only

LAUFER WEALTH MANAGEMENT, LLC

BABYLON, NY · Since 2017

$0 AUM1 clientsFee: 0%

FiduciaryFee-Only

MONTICELLOAM, LLC

NEW YORK, NY · Since 2015

$923M AUM62 clientsFee: 0%

FiduciaryFee-Only

CVC ADVISORS (U.S.) INC.

NEW YORK, NY · Since 2015

$25.6B AUM54 clientsFee: 0%

FiduciaryFee-Only

LOOM CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2015

$571M AUM2 clientsFee: 0%

FiduciaryFee-Only

QUARTZ PARTNERS INVESTMENT MANAGEMENT

SARATOGA SPRINGS, NY · Since 2015

$398M AUM22 clientsFee: 0%

FiduciaryFee-Only

KYOBO LIFE ASSET MANAGEMENT (AMERICA) CO., LTD.

NEW YORK, NY · Since 2015

$1.5B AUM4 clientsFee: 0%

FiduciaryFee-Only

EMERGENT WEALTH ADVISORS, LLC

WILLIAMSVILLE, NY · Since 2015

$249M AUM3 clientsFee: 0%

FiduciaryFee-Only

WEATHERHELM CAPITAL MANAGEMENT LLC

CAMBRIDGE, NY · Since 2015

$91M AUM2 clientsFee: 0%

FiduciaryFee-Only

PARK AVENUE INSTITUTIONAL ADVISERS LLC

NEW YORK, NY · Since 2015

$82.0B AUM10 clientsFee: 0%

FiduciaryFee-Only

S.E.E.D. PLANNING GROUP, LLC

BINGHAMTON, NY · Since 2015

$568M AUM18 clientsFee: 0%

FiduciaryFee-Only

FINHABITS ADVISORS, LLC

NEW YORK, NY · Since 2015

$116M AUM2 clientsFee: 0%

FiduciaryFee-Only

OPENGATE CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2015

$667M AUM15 clientsFee: 0%

FiduciaryFee-Only

AXAR CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2015

$3.6B AUM9 clientsFee: 0%

FiduciaryFee-Only

STASH

NEW YORK, NY · Since 2015

$4.9B AUM6 clientsFee: 0%

FiduciaryFee-Only

CORNELL CAPITAL

NEW YORK, NY · Since 2015

$5.4B AUM19 clientsFee: 0%

FiduciaryFee-Only

VIS ADVISORS, LP

NEW YORK, NY · Since 2015

$149M AUM3 clientsFee: 0%

FiduciaryFee-Only

WAHED

NEW YORK, NY · Since 2015

$1.1B AUM1 clientsFee: 0%

FiduciaryFee-Only

MILL HILL CAPITAL LLC

NEW YORK, NY · Since 2016

$757M AUM4 clientsFee: 0%

FiduciaryFee-Only

WGS MANAGEMENT SERVICES, INC

ROCHESTER, NY · Since 2026

$42M AUM1 clientsFee: 0%

FiduciaryFee-Only

CIRCLE N ADVISORS, LLC

FISHKILL, NY · Since 2015

$94M AUM2 clientsFee: 0%

FiduciaryFee-Only

MURPHY WEALTH MANAGEMENT GROUP

FISHKILL, NY · Since 2017

$252M AUM3 clientsFee: 0%

FiduciaryFee-Only

ALSWORTH CAPITAL MANAGEMENT, LLC

CORNING, NY · Since 2018

$117M AUM2 clientsFee: 0%

FiduciaryFee-Only

SAGEWOOD ASSET MANAGEMENT LP

NEW YORK, NY · Since 2015

$2.7B AUM3 clientsFee: 0%

FiduciaryFee-Only

LAKE ROAD ADVISORS, LLC

CORNING, NY · Since 2019

$99M AUM2 clientsFee: 0%

FiduciaryFee-Only

WEALTHNEST CAPITAL INC.

STATEN ISLAND, NY · Since 2026

$35M AUM2 clientsFee: 0%

FiduciaryFee-Only

FORESIGHT GLOBAL INVESTORS, INC.

PURCHASE, NY · Since 2015

$955M AUM3 clientsFee: 0%

FiduciaryFee-Only

INNOVATUS CAPITAL PARTNERS, LLC

NEW YORK, NY · Since 2015

$1.4B AUM10 clientsFee: 0%

FiduciaryFee-Only

GILEAD CAPITAL LP

NEW YORK, NY · Since 2016

$39M AUM3 clientsFee: 0%

FiduciaryFee-Only

WINTHROP PARTNERS - EPA, LLC

BUFFALO, NY · Since 2015

$82M AUM3 clientsFee: 0%

FiduciaryFee-Only

WINTHROP PARTNERS - WNY, LLC

BUFFALO, NY · Since 2015

$186M AUM4 clientsFee: 0%

FiduciaryFee-Only

WINTHROP PARTNERS - WPA , LLC

BUFFALO, NY · Since 2015

$44M AUM2 clientsFee: 0%

FiduciaryFee-Only

MVP MANAGER LLC

NEW YORK, NY · Since 2019

$2.8B AUM1 clientsFee: 0%

FiduciaryFee-Only

NUT TREE CAPITAL MANAGEMENT, LP

NEW YORK, NY · Since 2016

$5.1B AUM13 clientsFee: 0%

FiduciaryFee-Only

PITON INVESTMENT MANAGEMENT, LP

GARDEN CITY, NY · Since 2016

$928M AUM6 clientsFee: 0%

FiduciaryFee-Only

HEALTH CATALYST CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2020

$339M AUM4 clientsFee: 0%

FiduciaryFee-Only

FEDERAL PREP

BOHEMIA, NY · Since 2020

$80M AUM3 clientsFee: 0%

FiduciaryFee-Only

AMERICAN WEALTH ADMINISTRATION GROUP LLC

GLEN COVE, NY · Since 2016

$48M AUM2 clientsFee: 0%

FiduciaryFee-Only

MINERVA WEALTH ADVISORY

NEW YORK, NY · Since 2020

$80M AUM2 clientsFee: 0%

FiduciaryFee-Only

ETHIC

NEW YORK, NY · Since 2016

$7.8B AUM10 clientsFee: 0%

FiduciaryFee-Only

GREAT HILL ADVISORY

PORT WASHINGTON, NY · Since 2021

$218M AUM2 clientsFee: 0%

FiduciaryFee-Only

BRAVE EAGLE WEALTH MANAGEMENT

NEW YORK, NY · Since 2022

$101M AUM2 clientsFee: 0%

FiduciaryFee-Only

BRIGHTSTAR CAPITAL PARTNERS

NEW YORK, NY · Since 2017

$4.8B AUM39 clientsFee: 0%

FiduciaryFee-Only

MOUNTAIN PASS PLANNING

HOPEWELL JUNCTION, NY · Since 2021

$75M AUM1 clientsFee: 0%

FiduciaryFee-Only

QAPITAL INVEST, LLC

NEW YORK, NY · Since 2017

$42M AUM1 clientsFee: 0%

FiduciaryFee-Only

ST. JAMES INVESTMENT ADVISORS, LLC

PORT JEFFERSON, NY · Since 2016

$512M AUM4 clientsFee: 0%

FiduciaryFee-Only

RABENOLD ADVISORS, INC.

WILLIAMSVILLE, NY · Since 2026

$36M AUM1 clientsFee: 0%

FiduciaryFee-Only

CENTRAL FAMILY ADVISORS, LLC

NEW YORK, NY · Since 2016

$608M AUM2 clientsFee: 0%

FiduciaryFee-Only

VESTWELL ADVISORS LLC

NEW YORK, NY · Since 2016

$1.0B AUM30 clientsFee: 0%

FiduciaryFee-Only

STERLING MANOR FINANCIAL, LLC

SARATOGA SPRINGS, NY · Since 2016

$201M AUM3 clientsFee: 0%

FiduciaryFee-Only

337 FRONTIER CAPITAL, LP

NEW YORK, NY · Since 2016

$795M AUM3 clientsFee: 0%

FiduciaryFee-Only

SLOAN ADVISORY GROUP, INC.

GLENS FALLS, NY · Since 2016

$64M AUM1 clientsFee: 0%

FiduciaryFee-Only

BPC ADVISORS LLC

EAST SYRACUSE, NY · Since 2019

$158M AUM2 clientsFee: 0%

FiduciaryFee-Only

GREAT PATH PLANNING

GOSHEN, NY · Since 2020

$167M AUM2 clientsFee: 0%

FiduciaryFee-Only

HILBERT 8, LLC

NEW YORK, NY · Since 2016

$47M AUM3 clientsFee: 0%

FiduciaryFee-Only

EMERGE CAPITAL MANAGEMENT

BUFFALO, NY · Since 2018

$30M AUM2 clientsFee: 0%

FiduciaryFee-Only

ONE68 GLOBAL CAPITAL, LLC

NEW YORK, NY · Since 2016

$50M AUM4 clientsFee: 0%

FiduciaryFee-Only

GREYSTONE BRIDGE LENDING FUND MANAGER LLC

NEW YORK, NY · Since 2017

$4.4B AUM10 clientsFee: 0%

FiduciaryFee-Only

BRIGHT FUTURES WEALTH MANAGEMENT, LLC

WEBSTER, NY · Since 2017

$295M AUM14 clientsFee: 0%

FiduciaryFee-Only

CION ARES MANAGEMENT, LLC

NEW YORK, NY · Since 2017

$8.0B AUM11 clientsFee: 0%

FiduciaryFee-Only

LYNNLEIGH & COMPANY, LLC

PITTSFORD, NY · Since 2018

$162M AUM3 clientsFee: 0%

FiduciaryFee-Only

SOVEREIGN ASSET MANAGEMENT

AMHERST, NY · Since 2018

$176M AUM2 clientsFee: 0%

FiduciaryFee-Only

LAYLINE ADVISORS

ROCHESTER, NY · Since 2019

$131M AUM3 clientsFee: 0%

FiduciaryFee-Only

ZOE FINANCIAL, INC.

NEW YORK, NY · Since 2019

$283M AUM2 clientsFee: 0%

FiduciaryFee-Only

GOALVEST ADVISORY LLC

NEW YORK, NY · Since 2019

$778M AUM7 clientsFee: 0%

FiduciaryFee-Only

IQCIO LLC

NEW YORK, NY · Since 2016

$61M AUM2 clientsFee: 0%

FiduciaryFee-Only

ARISTA ADVISORY GROUP, LLC

ALBANY, NY · Since 2016

$144M AUM1 clientsFee: 0%

FiduciaryFee-Only

WEALTHUNITE ADVISORS, LLC

MANHASSET, NY · Since 2018

$63M AUM1 clientsFee: 0%

FiduciaryFee-Only

FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT, LLC

NEW YORK, NY · Since 2017

$829M AUM25 clientsFee: 0%

FiduciaryFee-Only

LANSING MANAGEMENT, LP

NEW YORK, NY · Since 2016

$178M AUM2 clientsFee: 0%

FiduciaryFee-Only

ARI GROUP, LLC

NEW YORK, NY · Since 2017

$133M AUM4 clientsFee: 0%

FiduciaryFee-Only

WASSERSTEIN MANAGEMENT, LP

NEW YORK, NY · Since 2017

$409M AUM3 clientsFee: 0%

FiduciaryFee-Only

STONECOURT CAPITAL LP

NEW YORK, NY · Since 2021

$451M AUM8 clientsFee: 0%

FiduciaryFee-Only

HUDSON CANYON CAPITAL MANAGEMENT

NEW YORK, NY · Since 2017

$264M AUM1 clientsFee: 0%

FiduciaryFee-Only

APOLLO CAPITAL CREDIT ADVISER, LLC

NEW YORK, NY · Since 2017

$2.4B AUM912 clientsFee: 0%

FiduciaryFee-Only

BLUEMOUNTAIN FUJI MANAGEMENT, LLC

NEW YORK, NY · Since 2017

$1.2B AUM0 clientsFee: 0%

FiduciaryFee-Only

CROSSINGBRIDGE ADVISORS, LLC

PLEASANTVILLE, NY · Since 2017

$4.2B AUM11 clientsFee: 0%

FiduciaryFee-Only

FITHIAN LLC

NEW YORK, NY · Since 2017

$136M AUM3 clientsFee: 0%

FiduciaryFee-Only

SILVER GROVE ADVISORY SERVICES

ORCHARD PARK, NY · Since 2017

$454M AUM16 clientsFee: 0%

FiduciaryFee-Only

JLC INFRASTRUCTURE

NEW YORK, NY · Since 2017

$2.0B AUM15 clientsFee: 0%

FiduciaryFee-Only

BROOKLAWN CAPITAL ADVISORS

NEW YORK, NY · Since 2017

$124M AUM1 clientsFee: 0%

FiduciaryFee-Only

QUINBROOK INFRASTRUCTURE PARTNERS LLC

NEW YORK, NY · Since 2018

$9.0B AUM15 clientsFee: 0%

FiduciaryFee-Only

SPACE CAPITAL

NEW YORK, NY · Since 2025

$1.2B AUM4 clientsFee: 0%

FiduciaryFee-Only

WHITE HAT CAPITAL PARTNERS LP

NEW YORK, NY · Since 2024

$171M AUM4 clientsFee: 0%

FiduciaryFee-Only

BPBI LLC

NEW YORK, NY · Since 2017

$51M AUM1 clientsFee: 0%

FiduciaryFee-Only

MAXIM CAPITAL GROUP, LLC

NEW YORK, NY · Since 2018

$2.2B AUM4 clientsFee: 0%

FiduciaryFee-Only

CROSS BORDER WEALTH, LLC

NEW YORK, NY · Since 2018

$222M AUM7 clientsFee: 0%

FiduciaryFee-Only

RADIAN CAPITAL LLC

NEW YORK, NY · Since 2023

$1.9B AUM23 clientsFee: 0%

FiduciaryFee-Only

LIONSHEAD WEALTH MANAGEMENT, LLC

NEW YORK, NY · Since 2017

$230M AUM4 clientsFee: 0%

FiduciaryFee-Only

SIEBERT ADVISORNXT, LLC.

NEW YORK, NY · Since 2017

$392M AUM32 clientsFee: 0%

FiduciaryFee-Only

MARATHON MISSION, INC.

LATHAM, NY · Since 2017

$177M AUM3 clientsFee: 0%

FiduciaryFee-Only

PETRICHOR HEALTHCARE CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2018

$966M AUM12 clientsFee: 0%

FiduciaryFee-Only

INTANDEM CAPITAL PARTNERS, LLC

NEW YORK, NY · Since 2018

$2.7B AUM27 clientsFee: 0%

FiduciaryFee-Only

BRIXTON CAPITAL WEALTH ADVISORS, LLC

GARDEN CITY, NY · Since 2017

$212M AUM4 clientsFee: 0%

FiduciaryFee-Only

HUDSON VIEW ADVISORS, LLC

CROTON-ON-HUDSON, NY · Since 2017

$64M AUM1 clientsFee: 0%

FiduciaryFee-Only

GOLDENTREE ASSET MANAGEMENT CREDIT ADVISOR LLC

NEW YORK, NY · Since 2017

$319M AUM80 clientsFee: 0%

FiduciaryFee-Only

SAGEWIND CAPITAL LLC

NEW YORK, NY · Since 2018

$1.3B AUM9 clientsFee: 0%

FiduciaryFee-Only

BOERUM HILL FINANCIAL ADVISORS LLC

BROOKLYN, NY · Since 2024

$46M AUM1 clientsFee: 0%

FiduciaryFee-Only

OBSIDIAN CIO, LLC

NEW YORK, NY · Since 2017

$1.3B AUM4 clientsFee: 0%

FiduciaryFee-Only

MILESTONES PRIVATE INVESTMENT ADVISORS LLC

FAIRPORT, NY · Since 2017

$223M AUM2 clientsFee: 0%

FiduciaryFee-Only

MARATHON WEALTH MANAGEMENT, INC.

MELVILLE, NY · Since 2017

$151M AUM1 clientsFee: 0%

FiduciaryFee-Only

THE HAJDARI GROUP, LLC

STATEN ISLAND, NY · Since 2017

$133M AUM1 clientsFee: 0%

FiduciaryFee-Only

CALIGAN PARTNERS

NEW YORK, NY · Since 2018

$1.3B AUM3 clientsFee: 0%

FiduciaryFee-Only

TITAN

NEW YORK, NY · Since 2017

$1.1B AUM10 clientsFee: 0%

FiduciaryFee-Only

FCO ADVISORS LP

NEW YORK, NY · Since 2018

$1.3B AUM6 clientsFee: 0%

FiduciaryFee-Only

TREVILLE CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2019

$1.9B AUM11 clientsFee: 0%

FiduciaryFee-Only

JADE MOUNTAIN PARTNERS, LLC

WHITE PLAINS, NY · Since 2018

$588M AUM3 clientsFee: 0%

FiduciaryFee-Only

CAPITOLIS ADVISORS LLC

NEW YORK, NY · Since 2021

$4.5B AUM10 clientsFee: 0%

FiduciaryFee-Only

TERRA REIT ADVISORS, LLC

NEW YORK, NY · Since 2017

$1.4B AUM15 clientsFee: 0%

FiduciaryFee-Only

NETWORK INVESTMENT ADVISORS INCORPORATED

COMMACK, NY · Since 2018

$57M AUM1 clientsFee: 0%

FiduciaryFee-Only

SILVER ADVISORS, LLC

NEW YORK, NY · Since 2021

$72M AUM1 clientsFee: 0%

FiduciaryFee-Only

SEYMOUR ASSET MANAGEMENT LLC

NEW YORK, NY · Since 2022

$878M AUM1 clientsFee: 0%

FiduciaryFee-Only

BLUEROCK CREDIT FUND ADVISOR, LLC

NEW YORK, NY · Since 2018

$189M AUM11 clientsFee: 0%

FiduciaryFee-Only

CLEARVIEW FINANCIAL PLANNING, INC.

SOUTHOLD, NY · Since 2021

$38M AUM1 clientsFee: 0%

FiduciaryFee-Only

MAIDSTONE WEALTH MANAGEMENT, LLC

CAMBRIDGE, NY · Since 2025

$27M AUM1 clientsFee: 0%

FiduciaryFee-Only

JEFFERIES RESEARCH SERVICES LLC

NEW YORK, NY · Since 2018

$0 AUM221 clientsFee: 0%

FiduciaryFee-Only

AMPFIELD MANAGEMENT

NEW YORK, NY · Since 2019

$774M AUM5 clientsFee: 0%

FiduciaryFee-Only

IBN ADVISORY SERVICES, INC.

LIVERPOOL, NY · Since 2018

$70M AUM8 clientsFee: 0%

FiduciaryFee-Only

BEYOND WEALTH MANAGEMENT GROUP, LLC

NEW PALTZ, NY · Since 2018

$139M AUM3 clientsFee: 0%

FiduciaryFee-Only

ADLER ASSET MANAGEMENT, LLC

NEW YORK, NY · Since 2018

$4M AUM1 clientsFee: 0%

FiduciaryFee-Only

PARTNERS GROUP US MANAGEMENT CLO LLC

NEW YORK, NY · Since 2018

$9.7B AUM0 clientsFee: 0%

FiduciaryFee-Only

APERTURE INVESTORS, LLC

NEW YORK, NY · Since 2018

$6.1B AUM34 clientsFee: 0%

FiduciaryFee-Only

NEWLIGHT PARTNERS LP

NEW YORK, NY · Since 2018

$1.3B AUM14 clientsFee: 0%

FiduciaryFee-Only

BLACKSTONE CREDIT BDC ADVISORS LLC

NEW YORK, NY · Since 2018

$100.6B AUM443 clientsFee: 0%

FiduciaryFee-Only

LIMEKILN REAL ESTATE INVESTMENT MANAGEMENT, LP

NEW YORK, NY · Since 2018

$17.5B AUM23 clientsFee: 0%

FiduciaryFee-Only

CROSS LAKE PARTNERS LP

NEW YORK, NY · Since 2018

$1.2B AUM6 clientsFee: 0%

FiduciaryFee-Only

ARCH GLOBAL ADVISORS, LLC

NEW YORK, NY · Since 2018

$231M AUM10 clientsFee: 0%

FiduciaryFee-Only

EVER GREEN WEALTH MANAGEMENT, LLC

VICTOR, NY · Since 2019

$80M AUM1 clientsFee: 0%

FiduciaryFee-Only

BLUE OWL TECHNOLOGY CREDIT ADVISORS LLC

NEW YORK, NY · Since 2018

$16.1B AUM250 clientsFee: 0%

FiduciaryFee-Only

LYTLE INVESTMENTS

GRAND ISLAND, NY · Since 2018

$74M AUM3 clientsFee: 0%

FiduciaryFee-Only

CONNECTIVE PORTFOLIO MANAGEMENT, LLC

NEW YORK, NY · Since 2018

$121M AUM2 clientsFee: 0%

FiduciaryFee-Only

KARANI ASSET MANAGEMENT LLC

NEW YORK, NY · Since 2018

$151M AUM3 clientsFee: 0%

FiduciaryFee-Only

OLD SLIP REGISTERED INVESTMENT ADVISORS, LLC

NEW YORK, NY · Since 2018

$305M AUM3 clientsFee: 0%

FiduciaryFee-Only

OMNI BRIDGEWAY MANAGEMENT (USA) LLC

NEW YORK, NY · Since 2018

$2.1B AUM16 clientsFee: 0%

FiduciaryFee-Only

ALCOVA CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2018

$289M AUM4 clientsFee: 0%

FiduciaryFee-Only

BRIZO CAPITAL, LP

NEW YORK, NY · Since 2018

$294M AUM1 clientsFee: 0%

FiduciaryFee-Only

APS WEALTH MANAGEMENT, LLC

MELVILLE, NY · Since 2018

$312M AUM4 clientsFee: 0%

FiduciaryFee-Only

CACM

NEW YORK, NY · Since 2018

$513M AUM2 clientsFee: 0%

FiduciaryFee-Only

QUANTINNO CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2018

$60.9B AUM13 clientsFee: 0%

FiduciaryFee-Only

1505 CAPITAL LLC

NEW YORK, NY · Since 2018

$486M AUM5 clientsFee: 0%

FiduciaryFee-Only

ROMARK CREDIT ADVISORS LP

NEW YORK, NY · Since 2018

$3.1B AUM27 clientsFee: 0%

FiduciaryFee-Only

SEAPORT GLOBAL ASSET MANAGEMENT LLC

NEW YORK, NY · Since 2018

$80M AUM1 clientsFee: 0%

FiduciaryFee-Only

SAGE TREE WEALTH

FAIRPORT, NY · Since 2018

$33M AUM2 clientsFee: 0%

FiduciaryFee-Only

NEW AGE ALPHA

RYE, NY · Since 2019

$2.5B AUM10 clientsFee: 0%

FiduciaryFee-Only

RE-ENVISION WEALTH

NEW YORK, NY · Since 2022

$137M AUM4 clientsFee: 0%

FiduciaryFee-Only

AGL CREDIT MANAGEMENT LLC

NEW YORK, NY · Since 2018

$25.8B AUM42 clientsFee: 0%

FiduciaryFee-Only

9YARDS CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2022

$688M AUM7 clientsFee: 0%

FiduciaryFee-Only

HARNESS WEALTH

NEW YORK, NY · Since 2019

$0 AUM1 clientsFee: 0%

FiduciaryFee-Only

ACHIEVE PARTNERS MANAGEMENT, LLC

NEW YORK, NY · Since 2019

$672M AUM8 clientsFee: 0%

FiduciaryFee-Only

MALATAI CAPITAL LLC

NEW YORK, NY · Since 2021

$65M AUM3 clientsFee: 0%

FiduciaryFee-Only

FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC

NEW YORK, NY · Since 2019

$908M AUM40 clientsFee: 0%

FiduciaryFee-Only

PARLIN ADVISORS LLC

HAGUE, NY · Since 2021

$68M AUM1 clientsFee: 0%

FiduciaryFee-Only

ROUNDHILL INVESTMENTS

NEW YORK, NY · Since 2019

$9.6B AUM5 clientsFee: 0%

FiduciaryFee-Only

FIO ADVISORS LP

NEW YORK, NY · Since 2024

$366M AUM3 clientsFee: 0%

FiduciaryFee-Only

VISE AI ADVISORS

NEW YORK CITY, NY · Since 2019

$6.0B AUM20 clientsFee: 0%

FiduciaryFee-Only

HUDSON CAPITAL ADVISORY, INC.

BUFFALO, NY · Since 2021

$328M AUM3 clientsFee: 0%

FiduciaryFee-Only

HYPERION CAPITAL ADVISORS LP

NEW YORK, NY · Since 2019

$581M AUM18 clientsFee: 0%

FiduciaryFee-Only

MEP CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2021

$507M AUM5 clientsFee: 0%

FiduciaryFee-Only

AFLAC ASSET MANAGEMENT LLC

NEW YORK, NY · Since 2021

$133.5B AUM39 clientsFee: 0%

FiduciaryFee-Only

ALPHYN CAPITAL MANAGEMENT LLC

HICKSVILLE, NY · Since 2025

$30M AUM1 clientsFee: 0%

FiduciaryFee-Only

NOVA INFRASTRUCTURE MANAGEMENT, LLC

NEW YORK, NY · Since 2019

$1.8B AUM17 clientsFee: 0%

FiduciaryFee-Only

SAGE INVESTMENT ADVISERS LLC

WAPPINGERS FALLS, NY · Since 2019

$268M AUM3 clientsFee: 0%

FiduciaryFee-Only

TABOR ASSET MANAGEMENT, LP

NEW YORK, NY · Since 2019

$577M AUM4 clientsFee: 0%

FiduciaryFee-Only

SALUDA GRADE ASSET MANAGEMENT LLC

NEW YORK, NY · Since 2022

$5.8B AUM19 clientsFee: 0%

FiduciaryFee-Only

BIRCH WEALTH MANAGEMENT

ROME, NY · Since 2021

$62M AUM2 clientsFee: 0%

FiduciaryFee-Only

CHURCHILL DLC ADVISOR LLC

NEW YORK, NY · Since 2019

$2.1B AUM79 clientsFee: 0%

FiduciaryFee-Only

BSP CLO MANAGEMENT LLC

NEW YORK, NY · Since 2019

$12.2B AUM110 clientsFee: 0%

FiduciaryFee-Only

LEGADO WEALTH MANAGEMENT LLC

NEW YORK, NY · Since 2022

$51M AUM1 clientsFee: 0%

FiduciaryFee-Only

AXS INVESTMENTS LLC

PORT CHESTER, NY · Since 2019

$3.0B AUM4 clientsFee: 0%

FiduciaryFee-Only

BAILLIE GIFFORD INTERNATIONAL LLC

NEW YORK, NY · Since 2020

$715M AUM3 clientsFee: 0%

FiduciaryFee-Only

ROSECLIFF CAPITAL ADVISORY LLC

NEW YORK, NY · Since 2021

$27M AUM2 clientsFee: 0%

FiduciaryFee-Only

WESTERN NEW YORK FINANCIAL GROUP, LLC

BUFFALO, NY · Since 2019

$84M AUM2 clientsFee: 0%

FiduciaryFee-Only

HEGARTY ADVISORS, LLC

GARDEN CITY, NY · Since 2022

$171M AUM2 clientsFee: 0%

FiduciaryFee-Only

PICTET ASSET MANAGEMENT (USA) CORP

NEW YORK, NY · Since 2021

$382M AUM1 clientsFee: 0%

FiduciaryFee-Only

GIVERNY CAPITAL ASSET MANAGEMENT

NEW YORK, NY · Since 2020

$599M AUM2 clientsFee: 0%

FiduciaryFee-Only

LUMENT INVESTMENT MANAGEMENT, LLC

NEW YORK, NY · Since 2019

$2.0B AUM41 clientsFee: 0%

FiduciaryFee-Only

ROCHESTER INVESTMENTS

ROCHESTER, NY · Since 2020

$70M AUM1 clientsFee: 0%

FiduciaryFee-Only

VOLTERRA TECHNOLOGIES LP

NEW YORK, NY · Since 2020

$377M AUM3 clientsFee: 0%

FiduciaryFee-Only

THE WEALTHPLAN LLC

GREAT NECK, NY · Since 2024

$87M AUM1 clientsFee: 0%

FiduciaryFee-Only

HAWKS POINT CAPITAL PARTNERS LLC

RYE BROOK, NY · Since 2021

$61M AUM3 clientsFee: 0%

FiduciaryFee-Only

COMPLETE ADVISORS

VALLEY STREAM, NY · Since 2020

$84M AUM2 clientsFee: 0%

FiduciaryFee-Only

TIMBER POINT CAPITAL MANAGEMENT

WHITE PLAINS, NY · Since 2020

$188M AUM3 clientsFee: 0%

FiduciaryFee-Only

SMARTASSET

NEW YORK, NY · Since 2020

$0 AUM0 clientsFee: 0%

FiduciaryFee-Only

RETIRABLE

NEW YORK, NY · Since 2020

$301M AUM12 clientsFee: 0%

FiduciaryFee-Only

STRATTON CAPITAL INVESTMENT ADVISORY LLC

NEW YORK, NY · Since 2025

$138M AUM7 clientsFee: 0%

FiduciaryFee-Only

ORIX ADVISERS, LLC

NEW YORK, NY · Since 2020

$8.2B AUM62 clientsFee: 0%

FiduciaryFee-Only

ODEON CAPITAL ADVISORS LLC

NEW YORK, NY · Since 2020

$967M AUM8 clientsFee: 0%

FiduciaryFee-Only

WINGSPAN CAPITAL, LLC

NEW YORK, NY · Since 2021

$95M AUM1 clientsFee: 0%

FiduciaryFee-Only

LIGHTSMITH CLIMATE RESILIENCE MANAGEMENT LLC

NEW YORK, NY · Since 2023

$135M AUM6 clientsFee: 0%

FiduciaryFee-Only

ALPHA SQUARE GROUP S, LLC

NEW YORK, NY · Since 2020

$1.6B AUM10 clientsFee: 0%

FiduciaryFee-Only

ISLAND INVESTMENT MANAGEMENT LLC

NEW YORK, NY · Since 2020

$1.7B AUM30 clientsFee: 0%

FiduciaryFee-Only

C-BRIDGE CAPITAL LLC

NEW YORK, NY · Since 2020

$4.6B AUM3 clientsFee: 0%

FiduciaryFee-Only

SEEDS

NEW YORK, NY · Since 2022

$1.0B AUM5 clientsFee: 0%

FiduciaryFee-Only

CROSSBEAM VENTURE PARTNERS

NEW YORK, NY · Since 2025

$508M AUM5 clientsFee: 0%

FiduciaryFee-Only

SOCIAL INVESTMENT MANAGERS AND ADVISORS, LLC

NEW YORK, NY · Since 2020

$101M AUM4 clientsFee: 0%

FiduciaryFee-Only

CARRICK LANE LLC

NEW YORK, NY · Since 2021

$3.0B AUM6 clientsFee: 0%

FiduciaryFee-Only

EQUILIBRIUM VENTURES, LLC

NEW YORK, NY · Since 2023

$134M AUM4 clientsFee: 0%

FiduciaryFee-Only

MILAGRE WEALTH MANAGEMENT, INC.

WHITE PLAINS, NY · Since 2020

$137M AUM1 clientsFee: 0%

FiduciaryFee-Only

GRAFINE CAPITAL HOLDINGS LLC

NEW YORK, NY · Since 2022

$775M AUM6 clientsFee: 0%

FiduciaryFee-Only

SHIELD WEALTH ADVISORS

WILLIAMSVILLE, NY · Since 2020

$68M AUM2 clientsFee: 0%

FiduciaryFee-Only

BPGC MANAGEMENT LP

NEW YORK, NY · Since 2020

$602M AUM3 clientsFee: 0%

FiduciaryFee-Only

BEDFORD RIDGE CAPITAL

NEW YORK, NY · Since 2020

$2.6B AUM3 clientsFee: 0%

FiduciaryFee-Only

PECONIC ASSET PLANNING

RIVERHEAD, NY · Since 2022

$65M AUM1 clientsFee: 0%

FiduciaryFee-Only

ICONOCLASTIC CAPITAL MANAGEMENT LLC

ROCHESTER, NY · Since 2025

$68M AUM3 clientsFee: 0%

FiduciaryFee-Only

CLARUS GROUP LLC

NEW YORK, NY · Since 2020

$158M AUM2 clientsFee: 0%

FiduciaryFee-Only

GUARDIAN WEALTH PARTNERS, LLC

NEW YORK, NY · Since 2020

$191M AUM75 clientsFee: 0%

FiduciaryFee-Only

DERIVATY CO

WHITE PLAINS, NY · Since 2020

$28M AUM2 clientsFee: 0%

FiduciaryFee-Only

INFRARED CAPITAL PARTNERS (US) LLC

NEW YORK, NY · Since 2022

$2.4B AUM21 clientsFee: 0%

FiduciaryFee-Only

ICAPITAL REGISTERED FUND ADVISER LLC

NEW YORK, NY · Since 2020

$1.2B AUM21 clientsFee: 0%

FiduciaryFee-Only

QUANTEL ASSET MANAGEMENT LLC

NEW YORK, NY · Since 2020

$60M AUM1 clientsFee: 0%

FiduciaryFee-Only

NAVIS WEALTH ADVISORS LLC

RYE BROOK, NY · Since 2020

$902M AUM6 clientsFee: 0%

FiduciaryFee-Only

SC MANAGEMENT LLC

NEW YORK, NY · Since 2023

$733M AUM7 clientsFee: 0%

FiduciaryFee-Only

HYPATIA CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2022

$7M AUM2 clientsFee: 0%

FiduciaryFee-Only

ALINEA ADVISORY SERVICES LLC

NEW YORK, NY · Since 2021

$67M AUM1 clientsFee: 0%

FiduciaryFee-Only

BOYD CAPITAL

ROCHESTER, NY · Since 2021

$168M AUM2 clientsFee: 0%

FiduciaryFee-Only

TRUARC PARTNERS, LP

NEW YORK, NY · Since 2021

$4.0B AUM24 clientsFee: 0%

FiduciaryFee-Only

1230 ADVISORS, LLC

POUND RIDGE, NY · Since 2021

$106M AUM1 clientsFee: 0%

FiduciaryFee-Only

LIGHTEDWAY ADVISORY SERVICES, INC.

HARRISON, NY · Since 2021

$115M AUM1 clientsFee: 0%

FiduciaryFee-Only

ANDALUSIAN PRIVATE CAPITAL, LP

NEW YORK, NY · Since 2021

$1.8B AUM9 clientsFee: 0%

FiduciaryFee-Only

ATOMIC INVEST LLC

NEW YORK, NY · Since 2021

$320M AUM21 clientsFee: 0%

FiduciaryFee-Only

ALPHA

NEW YORK, NY · Since 2021

$54M AUM1 clientsFee: 0%

FiduciaryFee-Only

ELDRIDGE STRUCTURED CREDIT ADVISERS, LLC

NEW YORK, NY · Since 2021

$10.5B AUM110 clientsFee: 0%

FiduciaryFee-Only

DB ADVISORY AMERICA, LIMITED(LTD)

NEW YORK, NY · Since 2021

$1.3B AUM2 clientsFee: 0%

FiduciaryFee-Only

PROSPECT FINANCIAL SERVICES LLC

MELVILLE, NY · Since 2021

$431M AUM9 clientsFee: 0%

FiduciaryFee-Only

SPP CREDIT ADVISORS LLC

NEW YORK, NY · Since 2021

$15M AUM6 clientsFee: 0%

FiduciaryFee-Only

FLATIRON RR LLC, MANAGER SERIES

NEW YORK, NY · Since 2021

$1.2B AUM19 clientsFee: 0%

FiduciaryFee-Only

RHO TREASURY

NEW YORK, NY · Since 2022

$1.9B AUM1 clientsFee: 0%

FiduciaryFee-Only

PASSIVE MANAGEMENT LLC

NEW YORK, NY · Since 2024

$23M AUM2 clientsFee: 0%

FiduciaryFee-Only

THE PITTI GROUP WEALTH MANAGEMENT, LLC

VICTOR, NY · Since 2021

$374M AUM4 clientsFee: 0%

FiduciaryFee-Only

INVESTCORP INVESTMENT SOLUTIONS LLC

NEW YORK, NY · Since 2021

$2.8B AUM5 clientsFee: 0%

FiduciaryFee-Only

KINEO CAPITAL LLC

NEW YORK, NY · Since 2025

$61M AUM3 clientsFee: 0%

FiduciaryFee-Only

MACHINE INVESTMENT GROUP, LP

NEW YORK, NY · Since 2022

$624M AUM11 clientsFee: 0%

FiduciaryFee-Only

QUANTBASE

NEW YORK, NY · Since 2021

$27M AUM1 clientsFee: 0%

FiduciaryFee-Only

MINT ASSET MANAGEMENT LLC

NEW YORK, NY · Since 2024

$65M AUM3 clientsFee: 0%

FiduciaryFee-Only

DASTA INVESTMENTS LLC

NEW YORK, NY · Since 2021

$82M AUM2 clientsFee: 0%

FiduciaryFee-Only

QUANTECH SOLUTION PARTNERS NORTH AMERICA INC.

NY, NY · Since 2021

$518M AUM2 clientsFee: 0%

FiduciaryFee-Only

AP CAPITAL DELAWARE LLC

NEW YORK, NY · Since 2022

$135M AUM1 clientsFee: 0%

FiduciaryFee-Only

KENNEDY LEWIS LOAN MANAGEMENT LLC

NEW YORK, NY · Since 2021

$9.4B AUM42 clientsFee: 0%

FiduciaryFee-Only

ALBANYADVISOR GROUP LLC

ALBANY, NY · Since 2021

$303M AUM6 clientsFee: 0%

FiduciaryFee-Only

DOMAIN MONEY ADVISORS, LLC

NEW YORK, NY · Since 2021

$43M AUM14 clientsFee: 0%

FiduciaryFee-Only

WPM WEALTH ADVISORS LLC

SARATOGA SPRINGS, NY · Since 2021

$72M AUM3 clientsFee: 0%

FiduciaryFee-Only

BLUE OWL TECHNOLOGY CREDIT ADVISORS II LLC

NEW YORK, NY · Since 2021

$6.9B AUM250 clientsFee: 0%

FiduciaryFee-Only

RICHBROOK ADVISORS, LP

NEW YORK, NY · Since 2022

$1.7B AUM6 clientsFee: 0%

FiduciaryFee-Only

ALPACA

NEW YORK, NY · Since 2023

$150M AUM8 clientsFee: 0%

FiduciaryFee-Only

ARIS MANAGEMENT, LLC

NEW YORK, NY · Since 2022

$2.1B AUM912 clientsFee: 0%

FiduciaryFee-Only

HELIANTH INVESTMENT MANAGEMENT LLC

PORT CHESTER, NY · Since 2022

$58M AUM1 clientsFee: 0%

FiduciaryFee-Only

ASCEND INTERPLAY, LLC

NEW YORK, NY · Since 2022

$390M AUM6 clientsFee: 0%

FiduciaryFee-Only

CAIS ADVISORS

NEW YORK, NY · Since 2024

$225M AUM8 clientsFee: 0%

FiduciaryFee-Only

VANQUOUR LLC

NEW YORK, NY · Since 2021

$67M AUM3 clientsFee: 0%

FiduciaryFee-Only

ASTARA CAPITAL PARTNERS, L.P.

NEW YORK, NY · Since 2023

$732M AUM16 clientsFee: 0%

FiduciaryFee-Only

PIANO WEALTH MANAGEMENT

VICTOR, NY · Since 2024

$51M AUM1 clientsFee: 0%

FiduciaryFee-Only

PUBLIC ADVISORS LLC

NEW YORK, NY · Since 2022

$19M AUM2 clientsFee: 0%

FiduciaryFee-Only

PUREVEST

STATEN ISLAND, NY · Since 2022

$52M AUM2 clientsFee: 0%

FiduciaryFee-Only

AMERICAN TRIPLE I, LLC

NEW YORK, NY · Since 2022

$832M AUM8 clientsFee: 0%

FiduciaryFee-Only

AGTB FUND MANAGER, LLC

NEW YORK, NY · Since 2022

$4.5B AUM88 clientsFee: 0%

FiduciaryFee-Only

VALUR ROBO ADVISORS

NEW YORK, NY · Since 2022

$27K AUM1 clientsFee: 0%

FiduciaryFee-Only

PERCENT ADVISORS LLC

NEW YORK, NY · Since 2026

$70M AUM2 clientsFee: 0%

FiduciaryFee-Only

LT ADVISORS LLC

NEW CITY, NY · Since 2024

$54M AUM1 clientsFee: 0%

FiduciaryFee-Only

LUMIERE FINANCIAL

NEW YORK, NY · Since 2022

$83M AUM5 clientsFee: 0%

FiduciaryFee-Only

RIALTO WEALTH MANAGEMENT

SYRACUSE, NY · Since 2022

$626M AUM6 clientsFee: 0%

FiduciaryFee-Only

1988 ASSET MANAGEMENT, LLC

NEW YORK, NY · Since 2022

$2.7B AUM37 clientsFee: 0%

FiduciaryFee-Only

TRIDENT MANAGEMENT LLC

NEW YORK, NY · Since 2025

$205M AUM8 clientsFee: 0%

FiduciaryFee-Only

WHARTON WEALTH PLANNING, LLC

NEW YORK, NY · Since 2026

$31M AUM1 clientsFee: 0%

FiduciaryFee-Only

ACADEMY ASSET MANAGEMENT

NEW YORK, NY · Since 2022

$1.3B AUM3 clientsFee: 0%

FiduciaryFee-Only

DERBY COPELAND CAPITAL

NEW YORK, NY · Since 2022

$396M AUM18 clientsFee: 0%

FiduciaryFee-Only

COPENHAGEN INFRASTRUCTURE PARTNERS INC.

NEW YORK, NY · Since 2022

$39.4B AUM42 clientsFee: 0%

FiduciaryFee-Only

NEWPOINT REAL ESTATE INVESTMENT MANAGEMENT LLC

NEW YORK, NY · Since 2023

$690M AUM4 clientsFee: 0%

FiduciaryFee-Only

TINICUM VENTURE PARTNERS LLC

NEW YORK, NY · Since 2023

$9M AUM1 clientsFee: 0%

FiduciaryFee-Only

LONETREE CAPITAL, LLC

NEW YORK, NY · Since 2022

$229M AUM7 clientsFee: 0%

FiduciaryFee-Only

LIBERTY WEALTH MANAGERS

NEW YORK, NY · Since 2022

$60M AUM1 clientsFee: 0%

FiduciaryFee-Only

BRIDGEPOINT LLC

NEW YORK, NY · Since 2022

$24.2B AUM21 clientsFee: 0%

FiduciaryFee-Only

PAVE INVESTMENT ADVISORS, LLC.

NEW YORK, NY · Since 2022

$670M AUM2 clientsFee: 0%

FiduciaryFee-Only

EQUITABLE INVESTMENT MANAGEMENT, LLC

NEW YORK, NY · Since 2022

$1.5B AUM11 clientsFee: 0%

FiduciaryFee-Only

FRUITFUL

NEW YORK, NY · Since 2022

$25M AUM17 clientsFee: 0%

FiduciaryFee-Only

HYVE

NEW YORK, NY · Since 2022

$0 AUM0 clientsFee: 0%

FiduciaryFee-Only

UNLIMITED

NEW YORK, NY · Since 2022

$174M AUM3 clientsFee: 0%

FiduciaryFee-Only

PROLIFIC SOLUTIONS

NEW YORK, NY · Since 2022

$88M AUM2 clientsFee: 0%

FiduciaryFee-Only

REVOLUT WEALTH INC.

NEW YORK, NY · Since 2023

$6M AUM5 clientsFee: 0%

FiduciaryFee-Only

S3 CAPITAL ADVISORS LLC

NEW YORK, NY · Since 2026

$3.6B AUM15 clientsFee: 0%

FiduciaryFee-Only

26NORTH DIRECT LENDING

NEW YORK, NY · Since 2022

$2.6B AUM83 clientsFee: 0%

FiduciaryFee-Only

BRUDERMAN PRIVATE WEALTH

LOCUST VALLEY, NY · Since 2022

$79M AUM4 clientsFee: 0%

FiduciaryFee-Only

POLUS CAPITAL MANAGEMENT (US) INC.

NEW YORK, NY · Since 2023

$1.2B AUM7 clientsFee: 0%

FiduciaryFee-Only

ADDIGENCE CORPORATION

NEW YORK, NY · Since 2025

$0 AUM1 clientsFee: 0%

FiduciaryFee-Only

PATHWAY PARTNERS WEALTH ADVISORS, LLC

AMHERST, NY · Since 2024

$79M AUM6 clientsFee: 0%

FiduciaryFee-Only

CARRY ADVISORS LLC

BROOKLYN, NY · Since 2022

$181M AUM2 clientsFee: 0%

FiduciaryFee-Only

KENNEDY LEWIS CAPITAL HOLDINGS LLC

NEW YORK, NY · Since 2023

$1.2B AUM42 clientsFee: 0%

FiduciaryFee-Only

QUEENBRIDGE CAPITAL, LLC

PITTSFORD, NY · Since 2022

$79M AUM3 clientsFee: 0%

FiduciaryFee-Only

COALESCE CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2023

$1.8B AUM20 clientsFee: 0%

FiduciaryFee-Only

MASTERWORKS ADVISERS, LLC

NEW YORK, NY · Since 2023

$8M AUM13 clientsFee: 0%

FiduciaryFee-Only

BROADWAY ADVISOR GROUP

ALBANY, NY · Since 2022

$215M AUM3 clientsFee: 0%

FiduciaryFee-Only

ANDALUSIAN CREDIT PARTNERS, LLC

NEW YORK, NY · Since 2023

$541M AUM9 clientsFee: 0%

FiduciaryFee-Only

FINANCEHQ LLC

NEW YORK, NY · Since 2023

$0 AUM0 clientsFee: 0%

FiduciaryFee-Only

MOMENT ADVISORS, LLC

NEW YORK, NY · Since 2026

$56M AUM3 clientsFee: 0%

FiduciaryFee-Only

TAG ASSOCIATES FLORIDA LLC

NEW YORK, NY · Since 2023

$35M AUM23 clientsFee: 0%

FiduciaryFee-Only

JEFFERIES INVESTMENT ADVISERS LLC

NEW YORK, NY · Since 2023

$3.4B AUM107 clientsFee: 0%

FiduciaryFee-Only

HYJC CAPITAL OF WNY

LAKEVILLE, NY · Since 2024

$83M AUM2 clientsFee: 0%

FiduciaryFee-Only

SSW PARTNERS

NEW YORK, NY · Since 2023

$646M AUM5 clientsFee: 0%

FiduciaryFee-Only

ARTESIAN CAPITAL MANAGEMENT (DELAWARE) LP

NEW YORK, NY · Since 2024

$38M AUM4 clientsFee: 0%

FiduciaryFee-Only

QUANTUM PORTFOLIO MANAGEMENT, LLC

NEW YORK, NY · Since 2023

$340M AUM6 clientsFee: 0%

FiduciaryFee-Only

WOLFE RESEARCH ADVISORS, LLC

NEW YORK, NY · Since 2023

$0 AUM143 clientsFee: 0%

FiduciaryFee-Only

MSA POWER FUNDS LLC

NEW YORK, NY · Since 2023

$3M AUM2 clientsFee: 0%

FiduciaryFee-Only

DOUBLE DUTY MONEY MANAGEMENT LLC

NEW YORK, NY · Since 2023

$84M AUM3 clientsFee: 0%

FiduciaryFee-Only

SILVERBERG BERNSTEIN CAPITAL MANAGEMENT

ARMONK, NY · Since 2023

$283M AUM2 clientsFee: 0%

FiduciaryFee-Only

OTRO CAPITAL

NEW YORK, NY · Since 2024

$1.3B AUM8 clientsFee: 0%

FiduciaryFee-Only

CAVALCADE CAPITAL LLC

NEW YORK, NY · Since 2024

$150M AUM1 clientsFee: 0%

FiduciaryFee-Only

CASTFIRM ADVISORS LLC

GARDEN CITY, NY · Since 2026

$30M AUM3 clientsFee: 0%

FiduciaryFee-Only

TREASURY INTERACTIVE INVESTMENT ADVISERS LLC

BROOKLYN, NY · Since 2023

$0 AUM2 clientsFee: 0%

FiduciaryFee-Only

OUTERLANDS CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2023

$7M AUM4 clientsFee: 0%

FiduciaryFee-Only

DYNASTY EQUITY PARTNERS MANAGEMENT, LLC

NEW YORK, NY · Since 2024

$670M AUM11 clientsFee: 0%

FiduciaryFee-Only

VISDOM INVESTMENT GROUP LLC

RYE BROOK, NY · Since 2024

$53M AUM4 clientsFee: 0%

FiduciaryFee-Only

INDEX TECHNOLOGIES GROUP LLC

NEW YORK, NY · Since 2023

$178M AUM6 clientsFee: 0%

FiduciaryFee-Only

MAVROS CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2025

$32M AUM3 clientsFee: 0%

FiduciaryFee-Only

APOLLO MANAGER, LLC

NEW YORK, NY · Since 2023

$3.6B AUM912 clientsFee: 0%

FiduciaryFee-Only

COASTAL WEALTH MANAGEMENT

NEW YORK, NY · Since 2023

$45M AUM1 clientsFee: 0%

FiduciaryFee-Only

ASPIRE STRATEGIST PORTFOLIOS LLC

NEW YORK, NY · Since 2023

$97M AUM3 clientsFee: 0%

FiduciaryFee-Only

COLLER PRIVATE MARKET SECONDARIES ADVISORS, LLC

NEW YORK, NY · Since 2023

$594M AUM0 clientsFee: 0%

FiduciaryFee-Only

LEGACY EDGE ADVISORS

SYOSSET, NY · Since 2024

$1.2B AUM16 clientsFee: 0%

FiduciaryFee-Only

21SHARES US LLC

NEW YORK, NY · Since 2023

$4M AUM10 clientsFee: 0%

FiduciaryFee-Only

OBRA FUND MANAGEMENT, LLC

NEW YORK, NY · Since 2024

$72M AUM40 clientsFee: 0%

FiduciaryFee-Only

STIFEL CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2023

$4.2B AUM5 clientsFee: 0%

FiduciaryFee-Only

CHARTER OAK ADVISORS LP

NEW YORK, NY · Since 2024

$404M AUM4 clientsFee: 0%

FiduciaryFee-Only

WILLOW TREE CAPITAL CORP ADVISORS LLC

NEW YORK, NY · Since 2023

$1.2B AUM13 clientsFee: 0%

FiduciaryFee-Only

MURPHY & MULLICK CAPITAL MANAGEMENT CORP

SMITHTOWN, NY · Since 2024

$174M AUM2 clientsFee: 0%

FiduciaryFee-Only

ANCHORAGE CAPITAL ADVISORS, L.P.

NEW YORK, NY · Since 2024

$27.8B AUM42 clientsFee: 0%

FiduciaryFee-Only

CHURCHILL PCIF ADVISOR LLC

NEW YORK, NY · Since 2024

$2.2B AUM79 clientsFee: 0%

FiduciaryFee-Only

INNOVATIVE FAMILY OFFICE LLC

SOMERS, NY · Since 2024

$66M AUM8 clientsFee: 0%

FiduciaryFee-Only

RDG CAPITAL MANAGEMENT LLC

PITTSFORD, NY · Since 2024

$132M AUM3 clientsFee: 0%

FiduciaryFee-Only

IHS WEALTH MANAGEMENT LLC

OYSTER BAY, NY · Since 2026

$39M AUM2 clientsFee: 0%

FiduciaryFee-Only

SOUND POINT MERIDIAN MANAGEMENT COMPANY LLC

NEW YORK, NY · Since 2024

$478M AUM5 clientsFee: 0%

FiduciaryFee-Only

LINCOLN PARK CAPITAL LLC

OLEAN, NY · Since 2024

$45M AUM1 clientsFee: 0%

FiduciaryFee-Only

QUANTESSENCE CAPITAL

NEW YORK, NY · Since 2024

$45M AUM2 clientsFee: 0%

FiduciaryFee-Only

RATSON ADVISORY LLC

NEW YORK, NY · Since 2024

$2.4B AUM1 clientsFee: 0%

FiduciaryFee-Only

PORT CAPITAL MANAGEMENT

MASSAPEQUA, NY · Since 2026

$30M AUM1 clientsFee: 0%

FiduciaryFee-Only

APOLLO S3 RIC MANAGEMENT, L.P.

NEW YORK, NY · Since 2024

$424M AUM912 clientsFee: 0%

FiduciaryFee-Only

ICAPITAL FUND ADVISORS LLC

NEW YORK, NY · Since 2025

$1.1B AUM27 clientsFee: 0%

FiduciaryFee-Only

BDT & MSD BDC MANAGEMENT, LLC

NEW YORK, NY · Since 2024

$7.2B AUM231 clientsFee: 0%

FiduciaryFee-Only

ARINI CAPITAL MANAGEMENT US LLC

NEW YORK, NY · Since 2024

$28.0B AUM13 clientsFee: 0%

FiduciaryFee-Only

INVIDIA CAPITAL MANAGEMENT, L.P.

NEW YORK, NY · Since 2024

$150M AUM10 clientsFee: 0%

FiduciaryFee-Only

AGL US DL MANAGEMENT LLC

NEW YORK, NY · Since 2024

$1.2B AUM0 clientsFee: 0%

FiduciaryFee-Only

EMPOWER PRIVATE WEALTH

NEW YORK, NY · Since 2024

$35M AUM1 clientsFee: 0%

FiduciaryFee-Only

RAVEN CREDIT CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2024

$1.5B AUM11 clientsFee: 0%

FiduciaryFee-Only

BRYANT PARK FUNDING CLO MANAGEMENT LLC

NEW YORK, NY · Since 2024

$0 AUM0 clientsFee: 0%

FiduciaryFee-Only

FOXPATH CAPITAL PARTNERS LP

NEW YORK, NY · Since 2025

$50M AUM5 clientsFee: 0%

FiduciaryFee-Only

AUTOPILOT

NEW YORK, NY · Since 2024

$892M AUM0 clientsFee: 0%

FiduciaryFee-Only

JLENS

NEW YORK, NY · Since 2024

$183M AUM5 clientsFee: 0%

FiduciaryFee-Only

EREZ ASSET MANAGEMENT, LLC

NEW ROCHELLE, NY · Since 2025

$84M AUM1 clientsFee: 0%

FiduciaryFee-Only

BENTHAM WEALTH ADVISORS

WILLIAMSVILLE, NY · Since 2024

$110M AUM2 clientsFee: 0%

FiduciaryFee-Only

FUNDSTRAT CAPITAL

NEW YORK, NY · Since 2024

$4.6B AUM2 clientsFee: 0%

FiduciaryFee-Only

OLD BRIDGE WEALTH, INC

SYOSSET, NY · Since 2024

$144M AUM3 clientsFee: 0%

FiduciaryFee-Only

PMC WEALTH, LLC

CLARENCE, NY · Since 2025

$550K AUM2 clientsFee: 0%

FiduciaryFee-Only

PEAK WEALTH MANAGEMENT

SARATOGA SPRINGS, NY · Since 2024

$39M AUM1 clientsFee: 0%

FiduciaryFee-Only

MRBL MANAGEMENT, LLC

NEW YORK, NY · Since 2024

$0 AUM3 clientsFee: 0%

FiduciaryFee-Only

TWENTYTHREE ADVISORY

NEW YORK, NY · Since 2025

$41M AUM1 clientsFee: 0%

FiduciaryFee-Only

10X CAPITAL PARTNERS

NEW YORK, NY · Since 2025

$1.0B AUM1 clientsFee: 0%

FiduciaryFee-Only

BEATRICE ADVISORS LP

NEW YORK, NY · Since 2024

$282M AUM6 clientsFee: 0%

FiduciaryFee-Only

HOLISTIC WEALTH ADVISORS

CLIFTON PARK, NY · Since 2024

$279M AUM6 clientsFee: 0%

FiduciaryFee-Only

HONEOYE FALLS CAPITAL LLC

HONEOYE FALLS, NY · Since 2025

$67M AUM2 clientsFee: 0%

FiduciaryFee-Only

SECONDMARKET FINANCIAL, LLC

NEW YORK, NY · Since 2025

$150M AUM3 clientsFee: 0%

FiduciaryFee-Only

CLARION CALL CAPITAL

NEW YORK, NY · Since 2024

$66M AUM1 clientsFee: 0%

FiduciaryFee-Only

MAREK CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2025

$422M AUM6 clientsFee: 0%

FiduciaryFee-Only

MON CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2024

$95M AUM1 clientsFee: 0%

FiduciaryFee-Only

BQS FINANCIAL ADVISORS, LLC

NEW YORK, NY · Since 2025

$226M AUM5 clientsFee: 0%

FiduciaryFee-Only

IDIRECT PRIVATE CREDIT ADVISORS LLC

NEW YORK, NY · Since 2024

$291M AUM21 clientsFee: 0%

FiduciaryFee-Only

ANCALA PARTNERS LLC

NEW YORK, NY · Since 2025

$4.4B AUM5 clientsFee: 0%

FiduciaryFee-Only

TACTICAL ROTATION MANAGEMENT, LLC

FOREST HILLS, NY · Since 2024

$73M AUM1 clientsFee: 0%

FiduciaryFee-Only

FIVE ELEVEN PARTNERS

GARDEN CITY, NY · Since 2025

$163M AUM4 clientsFee: 0%

FiduciaryFee-Only

BLUE OWL ALTERNATIVE CREDIT ADVISORS II LLC

NEW YORK, NY · Since 2025

$1.6B AUM250 clientsFee: 0%

FiduciaryFee-Only

SQ CAPITAL LLC

NEW YORK, NY · Since 2025

$556M AUM9 clientsFee: 0%

FiduciaryFee-Only

BETTEREDGE CAPITAL LLC

NEW YORK, NY · Since 2025

$81M AUM1 clientsFee: 0%

FiduciaryFee-Only

PACIFIC WAY CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2025

$33.6B AUM4 clientsFee: 0%

FiduciaryFee-Only

GARNET CREDIT MANAGEMENT LLC

NEW YORK, NY · Since 2025

$2.3B AUM10 clientsFee: 0%

FiduciaryFee-Only

FLFS ADVISORY LLC

VICTOR, NY · Since 2025

$161M AUM5 clientsFee: 0%

FiduciaryFee-Only

TIAA WEALTH INVESTMENT MANAGEMENT LLC

NEW YORK, NY · Since 2025

$0 AUM1 clientsFee: 0%

FiduciaryFee-Only

WEALTHMEUP ADVISORS LLC

NEW YORK, NY · Since 2025

$76K AUM2 clientsFee: 0%

FiduciaryFee-Only

SMA CAPITAL LLC

NEW YORK, NY · Since 2025

$553M AUM7 clientsFee: 0%

FiduciaryFee-Only

ASA ASSET MANAGEMENT LLC

NEW YORK, NY · Since 2025

$48M AUM8 clientsFee: 0%

FiduciaryFee-Only

EAGLE'S CREST ADVISORS, LLC

HUNTINGTON, NY · Since 2025

$65M AUM1 clientsFee: 0%

FiduciaryFee-Only

PM WEALTH ADVISORS LLC

NEW YORK, NY · Since 2025

$0 AUM2 clientsFee: 0%

FiduciaryFee-Only

STEINBERGANNA WEALTH MANAGEMENT LLC

HUNTINGTON, NY · Since 2025

$496M AUM2 clientsFee: 0%

FiduciaryFee-Only

CLOVER LEAF FINANCIAL LLC

FAIRPORT, NY · Since 2025

$75M AUM2 clientsFee: 0%

FiduciaryFee-Only

QUANT ALPHA LLC

NEW YORK, NY · Since 2025

$417 AUM1 clientsFee: 0%

FiduciaryFee-Only

ADVISORENGINE PORTFOLIO SOLUTIONS INC.

NEW YORK, NY · Since 2025

$103M AUM2 clientsFee: 0%

FiduciaryFee-Only

SYKON ASSET MANAGEMENT LLC

HARRISON, NY · Since 2025

$0 AUM2 clientsFee: 0%

FiduciaryFee-Only

CLAREN ROAD PRIVATE CREDIT SOLUTIONS LLC

NEW YORK, NY · Since 2025

$278M AUM4 clientsFee: 0%

FiduciaryFee-Only

CIO CAPITAL GROUP LLC

NEW YORK, NY · Since 2025

$40M AUM2 clientsFee: 0%

FiduciaryFee-Only

PINCUS CAPITAL MANAGEMENT, LP

NEW YORK, NY · Since 2025

$162M AUM2 clientsFee: 0%

FiduciaryFee-Only

SIMCO FINANCIAL

CANANDAIGUA, NY · Since 2025

$26M AUM1 clientsFee: 0%

FiduciaryFee-Only

ROSCI LAMB, LLC

NEW YORK, NY · Since 2025

$65M AUM1 clientsFee: 0%

FiduciaryFee-Only

N FINANCIAL PLANS

HUNTINGTON, NY · Since 2025

$65M AUM1 clientsFee: 0%

FiduciaryFee-Only

NERDWALLET WEALTH PARTNERS, LLC

NEW YORK, NY · Since 2025

$263M AUM11 clientsFee: 0%

FiduciaryFee-Only

LIFECAPITAL PARTNERS LLC

NEW YORK, NY · Since 2025

$133M AUM3 clientsFee: 0%

FiduciaryFee-Only

WEALTH FORWARD ADVISORS

NEW YORK, NY · Since 2025

$0 AUM1 clientsFee: 0%

FiduciaryFee-Only

COUNTRYSIDE FINANCIAL LLC

WILLIAMSVILLE, NY · Since 2025

$73M AUM3 clientsFee: 0%

FiduciaryFee-Only

OMEN ADVISORY, LLC

NEW YORK, NY · Since 2025

$36K AUM1 clientsFee: 0%

FiduciaryFee-Only

LEO WEALTH MANAGEMENT, LLC

STATEN ISLAND, NY · Since 2025

$33M AUM1 clientsFee: 0%

FiduciaryFee-Only

AVRIO WEALTH LLC

NEW YORK, NY · Since 2025

$27M AUM3 clientsFee: 0%

FiduciaryFee-Only

COLLABORATIVE CAPITAL ADVISORS LLC

NEW YORK, NY · Since 2025

$388M AUM2 clientsFee: 0%

FiduciaryFee-Only

IVESTA CORP

NEW YORK, NY · Since 2026

$82M AUM2 clientsFee: 0%

FiduciaryFee-Only

SCIA NY

NEW YORK, NY · Since 2025

$0 AUM2 clientsFee: 0%

FiduciaryFee-Only

OPTIMIST VENTURES LLC

NEW YORK, NY · Since 2025

$311M AUM1 clientsFee: 0%

FiduciaryFee-Only

FERGHANA INVESTMENT PARTNERS, LP

NEW YORK, NY · Since 2025

$100M AUM4 clientsFee: 0%

FiduciaryFee-Only

AUTONOMOUS WEALTH MANAGEMENT LLC

BROOKLYN, NY · Since 2025

$0 AUM1 clientsFee: 0%

FiduciaryFee-Only

COLUCCI WEALTH MANAGEMENT LLC

BRIGHTWATERS, NY · Since 2025

$81M AUM1 clientsFee: 0%

FiduciaryFee-Only

501 NORTH, LLC

NEW YORK, NY · Since 2025

$329M AUM6 clientsFee: 0%

FiduciaryFee-Only

APOLLO MPS MANAGEMENT, LLC

NEW YORK, NY · Since 2025

$0 AUM912 clientsFee: 0%

FiduciaryFee-Only

BROWN BROTHERS HARRIMAN CREDIT PARTNERS, LLC

NEW YORK, NY · Since 2025

$57.4B AUM29 clientsFee: 0%

FiduciaryFee-Only

KR CAPITAL LP

NEW YORK, NY · Since 2025

$792M AUM10 clientsFee: 0%

FiduciaryFee-Only

HURRICANE ADVISOR SOLUTIONS

NEW YORK, NY · Since 2025

$0 AUM1 clientsFee: 0%

FiduciaryFee-Only

JACK CREEK PARTNERS LLC

NEW YORK, NY · Since 2026

$0 AUM1 clientsFee: 0%

FiduciaryFee-Only

MANHATTAN WEALTH MANAGEMENT GROUP

NEW YORK, NY · Since 2025

$40M AUM1 clientsFee: 0%

FiduciaryFee-Only

FINCADIA ADVISORS LLC

MELVILLE, NY · Since 2026

$1.0B AUM3 clientsFee: 0%

FiduciaryFee-Only

MUSAFFA LLC

NEW YORK, NY · Since 2025

$2K AUM1 clientsFee: 0%

FiduciaryFee-Only

DERRYRUSH WEALTH

WEST SAYVILLE, NY · Since 2025

$26M AUM1 clientsFee: 0%

FiduciaryFee-Only

ASPIRE WEALTH ADVISORY GROUP, LLC

NEW YORK, NY · Since 2025

$6M AUM1 clientsFee: 0%

FiduciaryFee-Only

SPRING STREET WEALTH

NEW YORK, NY · Since 2025

$26M AUM1 clientsFee: 0%

FiduciaryFee-Only

FRAMEWORK DIGITAL ADVISORS

NEW YORK, NY · Since 2025

$0 AUM1 clientsFee: 0%

FiduciaryFee-Only

FRANKLIN TEMPLETON PRIVATE MARKETS ADVISER, LLC

NEW YORK, NY · Since 2026

$0 AUM1 clientsFee: 0%

FiduciaryFee-Only

VALOREM LLC

NEW YORK, NY · Since 2025

$54M AUM1 clientsFee: 0%

FiduciaryFee-Only

PLH FAMILY OFFICE, LLC

GARDEN CITY, NY · Since 2026

$0 AUM1 clientsFee: 0%

FiduciaryFee-Only

TAP CAPITAL LLC

NEW YORK, NY · Since 2026

$0 AUM2 clientsFee: 0%

FiduciaryFee-Only

ERA GLOBAL TECHNOLOGIES

NEW YORK, NY · Since 2026

$260M AUM2 clientsFee: 0%

FiduciaryFee-Only

SAGEWOOD CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2026

$0 AUM3 clientsFee: 0%

FiduciaryFee-Only

ALTA ASSET MANAGEMENT, LLC

NEW YORK, NY · Since 2026

$0 AUM13 clientsFee: 0%

FiduciaryFee-Only

PRISM PLANNING AND SOLUTIONS GROUP

WHITE PLAINS, NY · Since 2026

$0 AUM3 clientsFee: 0%

FiduciaryFee-Only

WEALTHIE ADVISORS

BROOKLYN, NY · Since 2026

$18K AUM2 clientsFee: 0%

FiduciaryFee-Only

GUGGENHEIM ASSET-BACKED FINANCE COMPANY, LLC

NEW YORK, NY · Since 2026

$0 AUM0 clientsFee: 0%

FiduciaryFee-Only

ANCHR TECHNOLOGIES RIA LLC

NEW YORK, NY · Since 2026

$0 AUM1 clientsFee: 0%

FiduciaryFee-Only

TAILORED WEALTH SOLUTIONS

SARATOGA SPRINGS, NY · Since 2026

$0 AUM4 clientsFee: 0%

FiduciaryFee-Only

KOEHLER ASSET MANAGEMENT

BABYLON, NY · Since 2026

$0 AUM2 clientsFee: 0%

FiduciaryFee-Only

WORTH CHARTING LLC

NEW YORK, NY · Since 2026

$3M AUM2 clientsFee: 0%

FiduciaryFee-Only

PARC STREET ADVISORS

SYOSSET, NY · Since 2026

$0 AUM4 clientsFee: 0%

FiduciaryFee-Only

THE OPERATORS FUND INVESTMENT MANAGEMENT, L.P.

NEW YORK, NY · Since 2026

$0 AUM2 clientsFee: 0%

FiduciaryFee-Only

FORVM GLOBAL INVESTMENTS LLC

NEW YORK, NY · Since 2026

$0 AUM1 clientsFee: 0%

FiduciaryFee-Only

PARK ROAD PARTNERS LP

NEW YORK, NY · Since 2026

$0 AUM5 clientsFee: 0%

FiduciaryFee-Only

GREG JENNINGS, LLC

DEWITT, NY · Since 2026

$0 AUM2 clientsFee: 0%

FiduciaryFee-Only

LIONHUNTER CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2026

$0 AUM1 clientsFee: 0%

FiduciaryFee-Only

STONE OAK CAPITAL LLC

ROCHESTER, NY · Since 2026

$0 AUM2 clientsFee: 0%

FiduciaryFee-Only

NOW ASSET MANAGEMENT LLC

PURCHASE, NY · Since 2026

$0 AUM2 clientsFee: 0%

FiduciaryFee-Only

UPSTATE ADVISERS INC

PITTSFORD, NY · Since 2026

$0 AUM1 clientsFee: 0%

FiduciaryFee-Only

UNIFIED RETIREMENT PLANNING GROUP

BRIARCLIFF MANOR, NY · Since 2026

$0 AUM1 clientsFee: 0%

FiduciaryFee-Only

APAX PARTNERS US, LLC

NEW YORK, NY · Since 2012

$416M AUM89 clientsFee: 0%

FiduciaryFee-Only

DUMONT GLOBAL LP

NEW YORK, NY · Since 2020

$111M AUM0 clientsFee: 0%

FiduciaryFee-Only

PING CAPITAL MANAGEMENT, INC.

NEW YORK, NY · Since 2020

$482M AUM8 clientsFee: 0%

FiduciaryFee-Only

AG DILLON ASSET MANAGEMENT LP

NEW YORK, NY · Since 2026

$262M AUM1 clientsFee: 0%

FiduciaryFee-Only

EURAZEO NORTH AMERICA, INC.

NEW YORK, NY · Since 2019

$1.6B AUM10 clientsFee: 0%

FiduciaryFee-Only

HARRISON FIDUCIARY GROUP

NEW YORK, NY · Since 2017

$0 AUM1 clientsFee: 0%

FiduciaryFee-Only

CATHAY CAPITAL NA, LLC

NEW YORK, NY · Since 2015

$77M AUM4 clientsFee: 0%

FiduciaryFee-Only

VANTAR

NEW YORK, NY · Since 2024

$40K AUM1 clientsFee: 0%

FiduciaryFee-Only

CONIFER MANAGEMENT, LLC

NEW YORK, NY · Since 2016

$4.5B AUM8 clientsFee: 0%

FiduciaryFee-Only

TAPROOT MANAGEMENT LP

NEW YORK, NY · Since 2025

$940M AUM15 clientsFee: 0%

FiduciaryFee-Only

FRANKLIN BSP CAPITAL ADVISER LLC

NEW YORK, NY · Since 2020

$4.2B AUM2 clientsFee: 0%

FiduciaryFee-Only

ALLIES CAPITAL MANAGEMENT

NEW YORK, NY · Since 2022

$25M AUM1 clientsFee: 0%

FiduciaryFee-Only

TRIPOST CAPITAL PARTNERS LLC

NEW YORK, NY · Since 2018

$1.4B AUM18 clientsFee: 0%

FiduciaryFee-Only

STONECASTLE ASSET MANAGEMENT, LLC

NEW YORK, NY · Since 2013

$8M AUM1 clientsFee: 0%

FiduciaryFee-Only

FIRST SENTIER INVESTORS (US) LLC

NEW YORK, NY · Since 2015

$969M AUM17 clientsFee: 0%

FiduciaryFee-Only

BERENSON CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2026

$0 AUM2 clientsFee: 0%

FiduciaryFee-Only

LUMOS CAPITAL GROUP LLC

NEW YORK, NY · Since 2022

$274M AUM6 clientsFee: 0%

FiduciaryFee-Only

GRANITESHARES ADVISORS LLC

NEW YORK, NY · Since 2017

$9.2B AUM6 clientsFee: 0%

FiduciaryFee-Only

ITAU USA ASSET MANAGEMENT

NEW YORK, NY · Since 2011

$9.3B AUM14 clientsFee: 0%

FiduciaryFee-Only

ALPINVEST PRIVATE EQUITY INVESTMENT MANAGEMENT, LLC

NEW YORK, NY · Since 2022

$4.5B AUM127 clientsFee: 0%

FiduciaryFee-Only

DURATIONAL CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2020

$442M AUM5 clientsFee: 0%

FiduciaryFee-Only

BERENBERG ASSET MANAGEMENT LLC

NEW YORK, NY · Since 2014

$35M AUM17 clientsFee: 0%

FiduciaryFee-Only

MUZINICH DIRECT LENDING ADVISER, LLC

NEW YORK, NY · Since 2023

$98M AUM26 clientsFee: 0%

FiduciaryFee-Only

BC PARTNERS ADVISORS L.P.

NEW YORK, NY · Since 2017

$6.7B AUM46 clientsFee: 0%

FiduciaryFee-Only

GRAPHENE CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2026

$238M AUM9 clientsFee: 0%

FiduciaryFee-Only

MANIKAY PARTNERS

NEW YORK, NY · Since 2011

$31M AUM1 clientsFee: 0%

FiduciaryFee-Only

ARETEX CAPITAL MANAGEMENT, LP

NEW YORK, NY · Since 2018

$252M AUM2 clientsFee: 0%

FiduciaryFee-Only

MUZINICH BDC ADVISER, LLC

NEW YORK, NY · Since 2019

$221M AUM10 clientsFee: 0%

FiduciaryFee-Only

AMERICAN INDUSTRIAL PARTNERS

NEW YORK, NY · Since 2012

$17.5B AUM57 clientsFee: 0%

FiduciaryFee-Only

SIDUS INVESTMENT MANAGEMENT, LLC

NEW YORK, NY · Since 2012

$55M AUM2 clientsFee: 0%

FiduciaryFee-Only

INNOVAHEALTH PARTNERS

NEW YORK, NY · Since 2022

$301M AUM5 clientsFee: 0%

FiduciaryFee-Only

OEP CAPITAL ADVISORS, L.P.

NEW YORK, NY · Since 2014

$15.7B AUM54 clientsFee: 0%

FiduciaryFee-Only

PLUM ISLAND PARTNERS LLC

NEW YORK, NY · Since 2025

$550M AUM8 clientsFee: 0%

FiduciaryFee-Only

LUMINARX CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2023

$4.5B AUM17 clientsFee: 0%

FiduciaryFee-Only

DAIWA ASSET MANAGEMENT (AMERICA) LTD

NEW YORK, NY · Since 2011

$1.7B AUM7 clientsFee: 0%

FiduciaryFee-Only

CATCHMENT CAPITAL, L.P.

NEW YORK, NY · Since 2025

$148M AUM8 clientsFee: 0%

FiduciaryFee-Only

OHA PRIVATE CREDIT ADVISORS LLC

NEW YORK, NY · Since 2022

$3.6B AUM113 clientsFee: 0%

FiduciaryFee-Only

BVP MANAGEMENT COMPANY, LLC

NEW YORK, NY · Since 2022

$335M AUM8 clientsFee: 0%

FiduciaryFee-Only

CIP CAPITAL

NEW YORK, NY · Since 2015

$426M AUM5 clientsFee: 0%

FiduciaryFee-Only

FACT CAPITAL, L.P.

NEW YORK, NY · Since 2022

$371M AUM4 clientsFee: 0%

FiduciaryFee-Only

BEHRMAN BROTHERS MANAGEMENT COMPANY L.P.

NEW YORK, NY · Since 2012

$1.9B AUM12 clientsFee: 0%

FiduciaryFee-Only

BREVAN HOWARD US INVESTMENT MANAGEMENT LP

NEW YORK, NY · Since 2012

$34.4B AUM114 clientsFee: 0%

FiduciaryFee-Only

DIKER MANAGEMENT LLC

NEW YORK, NY · Since 2002

$430M AUM5 clientsFee: 0%

FiduciaryFee-Only

NIGHT SQUARED LP

NEW YORK, NY · Since 2025

$976M AUM11 clientsFee: 0%

FiduciaryFee-Only

TRANSPARENT WEALTH CONSULTING LLC

NEW YORK, NY · Since 2017

$43M AUM1 clientsFee: 0%

FiduciaryFee-Only

NIPPON LIFE GLOBAL INVESTORS AMERICAS, INC.

NEW YORK, NY · Since 2012

$83.0B AUM71 clientsFee: 0%

FiduciaryFee-Only

BRINLEY PARTNERS, LP

NEW YORK, NY · Since 2021

$6.3B AUM14 clientsFee: 0%

FiduciaryFee-Only

CAPRA IBEX CREDIT OPPORTUNITIES, LLC

NEW YORK, NY · Since 2024

$45M AUM4 clientsFee: 0%

FiduciaryFee-Only

ANTHEMIS CAPITAL MANAGERS (AMERICAS) LLC

NEW YORK, NY · Since 2023

$486M AUM7 clientsFee: 0%

FiduciaryFee-Only

CION INVESTMENT MANAGEMENT, LLC

NEW YORK, NY · Since 2012

$1.8B AUM12 clientsFee: 0%

FiduciaryFee-Only

TRIAXX ASSET MANAGEMENT LLC

NEW YORK, NY · Since 2006

$26M AUM1 clientsFee: 0%

FiduciaryFee-Only

NEXT MANAGEMENT ADVISORS, LLC

NEW YORK, NY · Since 2023

$353M AUM5 clientsFee: 0%

FiduciaryFee-Only

AVICENE

NEW YORK, NY · Since 2025

$256M AUM3 clientsFee: 0%

FiduciaryFee-Only

LINGOTTO US LLC

NEW YORK, NY · Since 2024

$2.0B AUM11 clientsFee: 0%

FiduciaryFee-Only

UNIGESTION (US) LTD

NEW YORK, NY · Since 2020

$2.5B AUM6 clientsFee: 0%

FiduciaryFee-Only

DEVELOP CAPITAL PARTNERS, LP.

PITTSFORD, NY · Since 2026

$940M AUM4 clientsFee: 0%

FiduciaryFee-Only

AACP INVESTMENTS, LLC

NEW YORK, NY · Since 2021

$248M AUM3 clientsFee: 0%

FiduciaryFee-Only

MJX ASSET MANAGEMENT LLC

NEW YORK, NY · Since 2010

$9.7B AUM22 clientsFee: 0%

FiduciaryFee-Only

BEEKMAN INVESTMENT ADVISORS

NEW YORK, NY · Since 2015

$1.1B AUM8 clientsFee: 0%

FiduciaryFee-Only

MHI FUNDS, LLC

KINGSTON, NY · Since 2015

$0 AUM12 clientsFee: 0%

FiduciaryFee-Only

VAZIRANI ASSET MANAGEMENT LLC

NEW YORK, NY · Since 2019

$65M AUM3 clientsFee: 0%

FiduciaryFee-Only

AXIAL READE CAPITAL, LP

NEW YORK, NY · Since 2020

$601M AUM4 clientsFee: 0%

FiduciaryFee-Only

SHARPE ADVISORS, LLC

NEW YORK, NY · Since 2026

$0 AUM2 clientsFee: 0%

FiduciaryFee-Only

ROCKFORD TOWER ASSET MANAGEMENT, L.L.C.

NEW YORK, NY · Since 2026

$0 AUM99 clientsFee: 0%

FiduciaryFee-Only

PALISADE INFRASTRUCTURE

NEW YORK, NY · Since 2023

$288M AUM4 clientsFee: 0%

FiduciaryFee-Only

SIMPLEADVISORY LLC

GARDEN CITY, NY · Since 2025

$42M AUM2 clientsFee: 0%

FiduciaryFee-Only

WESTCHESTER CAPITAL PARTNERS, LLC

VALHALLA, NY · Since 2012

$34M AUM0 clientsFee: 0%

FiduciaryFee-Only

SARATOGA MANAGEMENT COMPANY LLC

NEW YORK, NY · Since 2014

$1.9B AUM5 clientsFee: 0%

FiduciaryFee-Only

WESTCHESTER CAPITAL MANAGEMENT, LLC

VALHALLA, NY · Since 2010

$2.9B AUM6 clientsFee: 0%

FiduciaryFee-Only

PARADIGM ASSET MANAGEMENT

WHITE PLAINS, NY · Since 1995

$442M AUM4 clientsFee: 0%

FiduciaryFee-Only

ARROW INVESTMENT MANAGEMENT, LLC

NEW YORK, NY · Since 2025

$86M AUM3 clientsFee: 0%

FiduciaryFee-Only

MANISPACE CAPITAL

NEW YORK, NY · Since 2025

$97M AUM1 clientsFee: 0%

FiduciaryFee-Only

CION INVESTMENT MANAGEMENT II, LLC

NEW YORK, NY · Since 2019

$0 AUM12 clientsFee: 0%

FiduciaryFee-Only

TETRAGON FINANCIAL MANAGEMENT LP

NEW YORK, NY · Since 2012

$4.3B AUM8 clientsFee: 0%

FiduciaryFee-Only

SUVRETTA CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2014

$7.9B AUM12 clientsFee: 0%

FiduciaryFee-Only

RITHM CAPITAL ADVISORS LLC

NEW YORK, NY · Since 2025

$826M AUM21 clientsFee: 0%

FiduciaryFee-Only

DIAMETER PRINCIPAL FINANCE LLC

NEW YORK, NY · Since 2023

$3.4B AUM62 clientsFee: 0%

FiduciaryFee-Only

STONECASTLE ADVISORS, LLC

NEW YORK, NY · Since 2004

$763M AUM1 clientsFee: 0%

FiduciaryFee-Only

KPC TERRAPIN GROUP LLC

NEW YORK, NY · Since 2017

$49M AUM1 clientsFee: 0%

FiduciaryFee-Only

ALTAMAR PARTNERS NORTH AMERICA LLC

NEW YORK, NY · Since 2016

$5.1B AUM10 clientsFee: 0%

FiduciaryFee-Only

AUREON MANAGEMENT LLC

NEW YORK, NY · Since 2025

$481M AUM7 clientsFee: 0%

FiduciaryFee-Only

THOMASLLOYD CLIMATE SOLUTIONS LLC

PLEASANTVILLE, NY · Since 2018

$558M AUM2 clientsFee: 0%

FiduciaryFee-Only

ENTRYPOINT CAPITAL, LLC

NEW YORK, NY · Since 2024

$700M AUM7 clientsFee: 0%

FiduciaryFee-Only

GOEHRING & ROZENCWAJG ASSOCIATES, LLC

NEW YORK, NY · Since 2016

$1.5B AUM2 clientsFee: 0%

FiduciaryFee-Only

MARITIME CAPITAL

NEW YORK, NY · Since 2013

$1.1B AUM5 clientsFee: 0%

FiduciaryFee-Only

RECORD CURRENCY MANAGEMENT INC

NEW YORK, NY · Since 2014

$17.4B AUM3 clientsFee: 0%

FiduciaryFee-Only

DLJ REAL ESTATE CAPITAL PARTNERS, LLC

NEW YORK, NY · Since 1996

$673M AUM8 clientsFee: 0%

FiduciaryFee-Only

RADIAN INVESTMENT MANAGEMENT LLC

NEW YORK, NY · Since 2023

$429M AUM4 clientsFee: 0%

FiduciaryFee-Only

DELTA GLOBAL

NEW YORK, NY · Since 2023

$3.0B AUM9 clientsFee: 0%

FiduciaryFee-Only

ECC FUND MANAGER II, LLC

NEW YORK, NY · Since 2015

$564M AUM2 clientsFee: 0%

FiduciaryFee-Only

RIVERPARK ADVISORS, LLC

NEW YORK, NY · Since 2009

$836M AUM6 clientsFee: 0%

FiduciaryFee-Only

CAPRA CREDIT MANAGEMENT, LLC

NEW YORK, NY · Since 2019

$45M AUM2 clientsFee: 0%

FiduciaryFee-Only

BENCHSTONE CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2024

$1.1B AUM7 clientsFee: 0%

FiduciaryFee-Only

LOTUS INVESTMENT ADVISORS

RYE, NY · Since 2014

$25M AUM1 clientsFee: 0%

FiduciaryFee-Only

CINVEN, INC.

NEW YORK, NY · Since 2022

$3.3B AUM20 clientsFee: 0%

FiduciaryFee-Only

WHIPPOORWILL ASSOCIATES INC

WHITE PLAINS, NY · Since 1993

$31M AUM1 clientsFee: 0%

FiduciaryFee-Only

NEW STATE CAPITAL PARTNERS

NEW ROCHELLE, NY · Since 2015

$2.0B AUM22 clientsFee: 0%

FiduciaryFee-Only

PETIOLE USA LIMITED

NEW YORK, NY · Since 2012

$1.1B AUM3 clientsFee: 0%

FiduciaryFee-Only

ORANGEWOOD PARTNERS MANAGEMENT LLC

NEW YORK, NY · Since 2017

$1.3B AUM11 clientsFee: 0%

FiduciaryFee-Only

ISLET MANAGEMENT, LP

NEW YORK, NY · Since 2017

$109M AUM3 clientsFee: 0%

FiduciaryFee-Only

GENERAL INNOVATION CAPITAL, LLC

NEW YORK, NY · Since 2024

$331M AUM6 clientsFee: 0%

FiduciaryFee-Only

ORION RESOURCE PARTNERS (USA), LP

NEW YORK, NY · Since 2012

$7.9B AUM18 clientsFee: 0%

FiduciaryFee-Only

WISDOMTREE DIGITAL MANAGEMENT, INC.

NEW YORK, NY · Since 2022

$766M AUM3 clientsFee: 0%

FiduciaryFee-Only

ICON INFRASTRUCTURE NORTH AMERICA INC.

NEW YORK, NY · Since 2020

$2.4B AUM14 clientsFee: 0%

FiduciaryFee-Only

TEMA ETFS LLC

NEW YORK, NY · Since 2024

$1.5B AUM8 clientsFee: 0%

FiduciaryFee-Only

BOW STREET LLC

NEW YORK, NY · Since 2017

$885M AUM6 clientsFee: 0%

FiduciaryFee-Only

KINTAYL CAPITAL LP

NEW YORK, NY · Since 2024

$279M AUM2 clientsFee: 0%

FiduciaryFee-Only

TACTICAL INFRASTRUCTURE PARTNERS

NEW YORK, NY · Since 2023

$398M AUM6 clientsFee: 0%

FiduciaryFee-Only

LYONROSS CAPITAL MANAGEMENT, LLC

WHITE PLAINS, NY · Since 2012

$881M AUM5 clientsFee: 0%

FiduciaryFee-Only

BRIGHTSPIRE CAPITAL ADVISORS, LLC

NEW YORK, NY · Since 2021

$1.2B AUM26 clientsFee: 0%

FiduciaryFee-Only

5CLP ADVISOR

NEW YORK, NY · Since 2024

$602M AUM12 clientsFee: 0%

FiduciaryFee-Only

ARGENTEM CREEK PARTNERS

NEW YORK, NY · Since 2015

$628M AUM9 clientsFee: 0%

FiduciaryFee-Only

MERAKI CAPITAL PARTNERS LP

NEW YORK, NY · Since 2026

$0 AUM4 clientsFee: 0%

FiduciaryFee-Only

CH GLOBAL CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2017

$529M AUM5 clientsFee: 0%

FiduciaryFee-Only

NOMURA ASSET MANAGEMENT U.S.A. INC.

NEW YORK, NY · Since 1976

$576M AUM7 clientsFee: 0%

FiduciaryFee-Only

OAKCLIFF PARTNERS LLC

NEW YORK, NY · Since 2018

$356M AUM2 clientsFee: 0%

FiduciaryFee-Only

WINSHORE CAPITAL PARTNERS LP

NEW YORK, NY · Since 2020

$6.3B AUM5 clientsFee: 0%

FiduciaryFee-Only

SAVVY LABS INC

NEW YORK, NY · Since 2024

$119M AUM14 clientsFee: 0%

FiduciaryFee-Only

PRIVACORE

NEW YORK, NY · Since 2024

$109M AUM2 clientsFee: 0%

FiduciaryFee-Only

TROOB CAPITAL MANAGEMENT LLC

RYE BROOK, NY · Since 2012

$538M AUM6 clientsFee: 0%

FiduciaryFee-Only

SEARCHLIGHT CAPITAL PARTNERS

NEW YORK, NY · Since 2012

$17.5B AUM69 clientsFee: 0%

FiduciaryFee-Only

ONE INVESTMENT MANAGEMENT US LLC

NEW YORK, NY · Since 2022

$10.1B AUM15 clientsFee: 0%

FiduciaryFee-Only

Z CAPITAL GROUP, L.L.C.

NEW YORK, NY · Since 2012

$3.1B AUM19 clientsFee: 0%

FiduciaryFee-Only

JONES HILL CAPITAL LP

NEW YORK, NY · Since 2026

$642M AUM4 clientsFee: 0%

FiduciaryFee-Only

THIRD POINT PRIVATE CAPITAL LLC

NEW YORK, NY · Since 2024

$0 AUM68 clientsFee: 0%

FiduciaryFee-Only

SARATOGA INVESTMENT ADVISORS, LLC

NEW YORK, NY · Since 2010

$1.9B AUM23 clientsFee: 0%

FiduciaryFee-Only

UNITED ADVISORS INVESTMENT MANAGEMENT, LLC

NEW YORK, NY · Since 2013

$0 AUM1 clientsFee: 0%

FiduciaryFee-Only

SCHRODERS CAPITAL MANAGEMENT (US) INC.

NEW YORK, NY · Since 2008

$34.6B AUM90 clientsFee: 0%

FiduciaryFee-Only

MOUNT STREET PORTFOLIO ADVISERS LLC

NEW YORK, NY · Since 2018

$19M AUM1 clientsFee: 0%

FiduciaryFee-Only

KINTEGRAL ADVISORY, LLC

NEW YORK, NY · Since 2012

$2.1B AUM10 clientsFee: 0%

FiduciaryFee-Only

A.W. JONES

NEW YORK, NY · Since 2012

$667M AUM5 clientsFee: 0%

FiduciaryFee-Only

ARC24 MANAGEMENT, LP

NEW YORK, NY · Since 2025

$180M AUM2 clientsFee: 0%

FiduciaryFee-Only

EGERTON CAPITAL (US), LP

NEW YORK, NY · Since 2018

$19.5B AUM7 clientsFee: 0%

FiduciaryFee-Only

QUAN VEST CONSULTANTS INC

MANHASSET, NY · Since 1984

$0 AUM6 clientsFee: 0%

FiduciaryFee-Only

PROCAPITA PARTNERS, LLC

NEW YORK, NY · Since 2019

$1M AUM1 clientsFee: 0%

FiduciaryFee-Only

J.C. FLOWERS & CO. LLC

NEW YORK, NY · Since 2009

$6.0B AUM18 clientsFee: 0%

FiduciaryFee-Only

PINNACLE ADVISORS LLC

EAST SYRACUSE, NY · Since 1996

$433K AUM2 clientsFee: 0%

FiduciaryFee-Only

FUKOKU LIFE INTERNATIONAL (AMERICA) INC.

NEW YORK, NY · Since 2017

$328M AUM5 clientsFee: 0%

FiduciaryFee-Only

LOCK 8 PARTNERS

NEW YORK, NY · Since 2025

$415M AUM7 clientsFee: 0%

FiduciaryFee-Only

MACQUARIE ASSET MANAGEMENT CREDIT ADVISERS US, LLC

NEW YORK, NY · Since 2016

$201M AUM7 clientsFee: 0%

FiduciaryFee-Only

VARIADIC LLC

NEW YORK, NY · Since 2025

$191M AUM10 clientsFee: 0%

FiduciaryFee-Only

PIVOTAL ADVISORS LLC

NEW YORK, NY · Since 2020

$1.1B AUM1 clientsFee: 0%

FiduciaryFee-Only

VALLIANCE ASSET MANAGEMENT LLC

NEW YORK, NY · Since 2026

$123M AUM1 clientsFee: 0%

FiduciaryFee-Only

JM FINANCIAL PRIVATE WEALTH, INC.

NEW YORK, NY · Since 2026

$0 AUM1 clientsFee: 0%

FiduciaryFee-Only

NOMURA CORPORATE RESEARCH AND ASSET MANAGEMENT INC

NEW YORK, NY · Since 1991

$36.4B AUM25 clientsFee: 0%

FiduciaryFee-Only

LEE EQUITY PARTNERS, LLC

NEW YORK, NY · Since 2012

$5.8B AUM35 clientsFee: 0%

FiduciaryFee-Only

THE MATHES COMPANY, INC.

NEW YORK, NY · Since 1997

$340M AUM5 clientsFee: 0%

FiduciaryFee-Only

NEW MOUNTAIN CREDIT CLO ADVISERS, L.L.C.

NEW YORK, NY · Since 2020

$3.4B AUM21 clientsFee: 0%

FiduciaryFee-Only

CIBRA CAPITAL LLC

NEW YORK, NY · Since 2026

$0 AUM2 clientsFee: 0%

FiduciaryFee-Only

TETRAGON PARTNERS L.P.

NEW YORK, NY · Since 2012

$12.9B AUM48 clientsFee: 0%

FiduciaryFee-Only

BG AMERICA LLC

NEW YORK, NY · Since 2022

$311M AUM5 clientsFee: 0%

FiduciaryFee-Only

THIRD POINT LLC

NEW YORK, NY · Since 2006

$28.7B AUM68 clientsFee: 0%

FiduciaryFee-Only

PRICAP ADVISORS LLC

NEW YORK, NY · Since 2012

$42M AUM2 clientsFee: 0%

FiduciaryFee-Only

MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 1993

$20.1B AUM22 clientsFee: 0%

FiduciaryFee-Only

AIFAM GROUP LLC

RYE, NY · Since 2012

$289M AUM6 clientsFee: 0%

FiduciaryFee-Only

VANDERBILT AVENUE ASSET MANAGEMENT LLC

NEW YORK, NY · Since 2008

$242M AUM6 clientsFee: 0%

FiduciaryFee-Only

TIG ADVISORS LLC

NEW YORK, NY · Since 2006

$2.0B AUM9 clientsFee: 0%

FiduciaryFee-Only

SOUND POINT CLO C-MOA, LLC

NEW YORK, NY · Since 2019

$12.3B AUM36 clientsFee: 0%

FiduciaryFee-Only

TIGER INFRASTRUCTURE PARTNERS LP

NEW YORK, NY · Since 2018

$3.9B AUM24 clientsFee: 0%

FiduciaryFee-Only

RIVERWEST INVESTMENT MANAGEMENT, LLC

NEW YORK, NY · Since 2026

$254M AUM3 clientsFee: 0%

FiduciaryFee-Only

BH ASSET MANAGEMENT, LLC

NEW YORK, NY · Since 2010

$117M AUM2 clientsFee: 0%

FiduciaryFee-Only

CHICAGO ATLANTIC BDC ADVISERS, LLC

NEW YORK, NY · Since 2021

$342M AUM0 clientsFee: 0%

FiduciaryFee-Only

NORTH PEAK CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2018

$1.7B AUM4 clientsFee: 0%

FiduciaryFee-Only

LNK PARTNERS, LLC

WHITE PLAINS, NY · Since 2012

$749M AUM1 clientsFee: 0%

FiduciaryFee-Only

ACORN ADVISORY CAPITAL, L.P.

NEW YORK, NY · Since 2005

$3.0B AUM11 clientsFee: 0%

FiduciaryFee-Only

CALEDONIA US, LP

NEW YORK, NY · Since 2018

$3.7B AUM10 clientsFee: 0%

FiduciaryFee-Only

CANARAS CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2007

$606M AUM8 clientsFee: 0%

FiduciaryFee-Only

DOMINUS CAPITAL MANAGEMENT, L.P.

NEW YORK, NY · Since 2012

$1.7B AUM11 clientsFee: 0%

FiduciaryFee-Only

GSA CAPITAL PARTNERS (NEW YORK) LP

NEW YORK, NY · Since 2017

$238M AUM4 clientsFee: 0%

FiduciaryFee-Only

LIONSHARES LLC

BROOKLYN, NY · Since 2025

$6M AUM1 clientsFee: 0%

FiduciaryFee-Only

MEAG NEW YORK CORPORATION

NEW YORK, NY · Since 2022

$44.9B AUM27 clientsFee: 0%

FiduciaryFee-Only

META INVESTMENT MANAGEMENT COMPANY LLC

BROOKLYN, NY · Since 2021

$4M AUM1 clientsFee: 0%

FiduciaryFee-Only

NEWOAK ASSET MANAGEMENT LLC

NEW YORK, NY · Since 2014

$57M AUM3 clientsFee: 0%

FiduciaryFee-Only

MAPLELANE CAPITAL, LLC

NEW YORK, NY · Since 2012

$5.0B AUM12 clientsFee: 0%

FiduciaryFee-Only

BLACKSTONE ALTERNATIVE INVESTMENT ADVISORS LLC

NEW YORK, NY · Since 2013

$5.4B AUM111 clientsFee: 0%

FiduciaryFee-Only

ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC

NEW YORK, NY · Since 1997

$4.8B AUM55 clientsFee: 0%

FiduciaryFee-Only

SYMMETRY INVESTMENTS US LLC

NEW YORK, NY · Since 2023

$16.8B AUM9 clientsFee: 0%

FiduciaryFee-Only

CORINTHIAN CAPITAL GROUP, LLC

NEW YORK, NY · Since 2012

$259M AUM5 clientsFee: 0%

FiduciaryFee-Only

HARSPRING CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2020

$459M AUM3 clientsFee: 0%

FiduciaryFee-Only

TIAA-CREF INVESTMENT MANAGEMENT LLC

NEW YORK, NY · Since 1990

$292.1B AUM296 clientsFee: 0%

FiduciaryFee-Only

VALKYRIE FUNDS LLC

NEW YORK, NY · Since 2021

$252M AUM1 clientsFee: 0%

FiduciaryFee-Only

PAGAYA INVESTMENTS US LLC

NEW YORK, NY · Since 2021

$985M AUM4 clientsFee: 0%

FiduciaryFee-Only

LPK INVESTMENT GROUP, LLP

NEW YORK, NY · Since 2015

$98M AUM18 clientsFee: 0%

FiduciaryFee-Only

ATW SPAC MANAGEMENT LLC

NEW YORK, NY · Since 2021

$85M AUM4 clientsFee: 0%

FiduciaryFee-Only

ECOBRIDGE CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2024

$0 AUM2 clientsFee: 0%

FiduciaryFee-Only

OPEN FIELD CAPITAL LLC

NEW YORK, NY · Since 2005

$208M AUM4 clientsFee: 0%

FiduciaryFee-Only

NEIMAN FUNDS MANAGEMENT LLC

WILLIAMSVILLIE, NY · Since 2009

$41M AUM2 clientsFee: 0%

FiduciaryFee-Only

NINE MASTS CAPITAL ADVISERS LLC

NEW YORK, NY · Since 2024

$485M AUM3 clientsFee: 0%

FiduciaryFee-Only

EMMETT INVESTMENT MANAGEMENT, LP

NEW YORK, NY · Since 2025

$182M AUM2 clientsFee: 0%

FiduciaryFee-Only

EXTANT CAPITAL LLC

ALBANY, NY · Since 2025

$204M AUM2 clientsFee: 0%

FiduciaryFee-Only

CHURCHILL NCPE ADVISOR LLC

NEW YORK, NY · Since 2025

$259M AUM79 clientsFee: 0%

FiduciaryFee-Only

HERMES GPE (USA) INC

NEW YORK, NY · Since 2013

$1.7B AUM4 clientsFee: 0%

FiduciaryFee-Only

ELMWOOD ASSET MANAGEMENT LLC

NEW YORK, NY · Since 2019

$24.3B AUM21 clientsFee: 0%

FiduciaryFee-Only

VISTA CREDIT BDC MANAGEMENT, L.P.

NEW YORK, NY · Since 2023

$1.8B AUM0 clientsFee: 0%

FiduciaryFee-Only

ALPINVEST US HOLDINGS, LLC

NEW YORK, NY · Since 2023

$57.7B AUM127 clientsFee: 0%

FiduciaryFee-Only

ACORN CAPITAL ADVISORS, LLC

NEW YORK, NY · Since 2021

$355M AUM5 clientsFee: 0%

FiduciaryFee-Only

DERBY LANE

NEW YORK, NY · Since 2025

$746M AUM9 clientsFee: 0%

FiduciaryFee-Only

BC PARTNERS PE L.P.

NEW YORK, NY · Since 2024

$31.1B AUM24 clientsFee: 0%

FiduciaryFee-Only

INCLINE GLOBAL MANAGEMENT, LLC

NEW YORK, NY · Since 2012

$259M AUM3 clientsFee: 0%

FiduciaryFee-Only

EPFC CAPITAL PARTNERS

NEW YORK, NY · Since 2021

$2.0B AUM11 clientsFee: 0%

FiduciaryFee-Only

PEO PARTNERS, LLC

NEW YORK, NY · Since 2024

$13M AUM5 clientsFee: 0%

FiduciaryFee-Only

CAPITAL FOUR US INC.

NEW YORK, NY · Since 2021

$2.6B AUM5 clientsFee: 0%

FiduciaryFee-Only

UNIVERSITY VENTURES

NEW YORK, NY · Since 2014

$363M AUM3 clientsFee: 0%

FiduciaryFee-Only

MAN CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2009

$131M AUM8 clientsFee: 0%

FiduciaryFee-Only

TOWERBROOK CAPITAL PARTNERS

NEW YORK, NY · Since 2012

$27.7B AUM95 clientsFee: 0%

FiduciaryFee-Only

I80 GROUP LP

NEW YORK, NY · Since 2022

$864M AUM16 clientsFee: 0%

FiduciaryFee-Only

STONY POINT CAPITAL

NEW YORK, NY · Since 2020

$1.5B AUM3 clientsFee: 0%

FiduciaryFee-Only

2XIDEAS

NEW YORK, NY · Since 2023

$80M AUM2 clientsFee: 0%

FiduciaryFee-Only

CION GROSVENOR MANAGEMENT, LLC

NEW YORK, NY · Since 2024

$335M AUM2 clientsFee: 0%

FiduciaryFee-Only

CAPVEST PARTNERS, INC.

NEW YORK, NY · Since 2023

$10.2B AUM11 clientsFee: 0%

FiduciaryFee-Only

RITTER ALPHA, LP

NEW YORK, NY · Since 2019

$68M AUM2 clientsFee: 0%

FiduciaryFee-Only

CLOVER CREDIT MANAGEMENT, LLC

NEW YORK, NY · Since 2020

$3.5B AUM408 clientsFee: 0%

FiduciaryFee-Only

DECAGON ASSET MANAGEMENT (US) LP

NEW YORK, NY · Since 2022

$721M AUM1 clientsFee: 0%

FiduciaryFee-Only

DARWINS RIVER CAPITAL

NEW YORK, NY · Since 2025

$284M AUM3 clientsFee: 0%

FiduciaryFee-Only

EXOME ASSET MANAGEMENT LLC

NEW YORK, NY · Since 2021

$549M AUM6 clientsFee: 0%

FiduciaryFee-Only

OPTIMA ASSET MANAGEMENT LLC

NEW YORK, NY · Since 2019

$892M AUM14 clientsFee: 0%

FiduciaryFee-Only

TIAA-CREF TUITION FINANCING, INC.

NEW YORK, NY · Since 1999

$70.5B AUM5 clientsFee: 0%

FiduciaryFee-Only

AIP MANAGEMENT US

NEW YORK, NY · Since 2023

$2.3B AUM2 clientsFee: 0%

FiduciaryFee-Only

HILL PATH CAPITAL LP

NEW YORK, NY · Since 2015

$3.4B AUM15 clientsFee: 0%

FiduciaryFee-Only

SPX CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2021

$350M AUM6 clientsFee: 0%

FiduciaryFee-Only

HILLCREST CREDIT AND INCOME FUND II MANAGER, LLC

NEW YORK, NY · Since 2020

$490M AUM2 clientsFee: 0%

FiduciaryFee-Only

ROYALTY PHARMA MANAGER, LLC

NEW YORK, NY · Since 2025

$18.5B AUM48 clientsFee: 0%

FiduciaryFee-Only

SHERBORNE INVESTORS MANAGEMENT LP

NEW YORK, NY · Since 2012

$522M AUM2 clientsFee: 0%

FiduciaryFee-Only

MUTUAL OF AMERICA LIFE INSURANCE COMPANY

NEW YORK, NY · Since 1984

$434M AUM2 clientsFee: 0%

FiduciaryFee-Only

INVESTCORP ABSOLUTE RETURN INVESTMENTS LLC

NEW YORK, NY · Since 2020

$1.1B AUM4 clientsFee: 0%

FiduciaryFee-Only

GEMCORP CAPITAL ADVISORS LLC

NEW YORK, NY · Since 2024

$37M AUM1 clientsFee: 0%

FiduciaryFee-Only

ELM RIDGE MANAGEMENT, LLC

BRIARCLIFF MANOR, NY · Since 2023

$155M AUM2 clientsFee: 0%

FiduciaryFee-Only

CONSULTING GROUP ADVISORY SERVICES LLC

PURCHASE, NY · Since 2005

$9.8B AUM9 clientsFee: 0%

FiduciaryFee-Only

OHA PRIVATE CREDIT ADVISORS II, L.P.

NEW YORK, NY · Since 2022

$805M AUM113 clientsFee: 0%

FiduciaryFee-Only

DIAMETER DCF ADVISOR LLC

NEW YORK, NY · Since 2025

$343M AUM62 clientsFee: 0%

FiduciaryFee-Only

MANA ADVISORS LLC

NEW YORK, NY · Since 2016

$509M AUM2 clientsFee: 0%

FiduciaryFee-Only

MSR CAPITAL PARTNERS, LLC

NEW YORK, NY · Since 2022

$4.6B AUM12 clientsFee: 0%

FiduciaryFee-Only

GOLDBERG LINDSAY & CO. LLC

NEW YORK, NY · Since 2006

$11.9B AUM28 clientsFee: 0%

FiduciaryFee-Only

SEABURY CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2025

$3.0B AUM6 clientsFee: 0%

FiduciaryFee-Only

PRIVATE EQUITY INVESTORS, INC.

NEW YORK, NY · Since 2012

$85M AUM3 clientsFee: 0%

FiduciaryFee-Only

RECKONER CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2024

$273M AUM8 clientsFee: 0%

FiduciaryFee-Only

BLACKSTONE CLO MANAGEMENT LLC

NEW YORK, NY · Since 2022

$30.7B AUM408 clientsFee: 0%

FiduciaryFee-Only

GLOBAL EVOLUTION USA, LLC

NEW YORK, NY · Since 2013

$1.2B AUM24 clientsFee: 0%

FiduciaryFee-Only

ROCK HARBOR PARTNERS LLC

LARCHMONT, NY · Since 2023

$2.7B AUM4 clientsFee: 0%

FiduciaryFee-Only

FRESHFORD CAPITAL MANAGEMENT, LLC

HARRISON, NY · Since 2011

$582M AUM5 clientsFee: 0%

FiduciaryFee-Only

LIBREMAX CAPITAL, LLC

NEW YORK, NY · Since 2011

$13.9B AUM44 clientsFee: 0%

FiduciaryFee-Only

DAHAB ASSOCIATES INC

BAY SHORE, NY · Since 1986

$0 AUM19 clientsFee: 0%

FiduciaryFee-Only

RESOLUTION CAPITAL (US) LIMITED

RYE BROOK, NY · Since 2018

$2.3B AUM2 clientsFee: 0%

FiduciaryFee-Only

SERONE CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2026

$116M AUM2 clientsFee: 0%

FiduciaryFee-Only

TOKIO MARINE ASSET MANAGEMENT (USA), LTD.

NEW YORK, NY · Since 2012

$1.2B AUM14 clientsFee: 0%

FiduciaryFee-Only

MOUNT LOGAN MANAGEMENT

NEW YORK, NY · Since 2020

$2.0B AUM0 clientsFee: 0%

FiduciaryFee-Only

GROUP RMC INVESTMENT ADVISOR LLC

NEW YORK, NY · Since 2024

$85M AUM2 clientsFee: 0%

FiduciaryFee-Only

WATER ISLAND CAPITAL, LLC

NEW YORK, NY · Since 2000

$1.2B AUM7 clientsFee: 0%

FiduciaryFee-Only

HARRADEN CIRCLE INVESTMENTS, LLC

NEW YORK, NY · Since 2025

$563M AUM4 clientsFee: 0%

FiduciaryFee-Only

CANDER ASSET MANAGEMENT

NEW YORK, NY · Since 2025

$989M AUM3 clientsFee: 0%

FiduciaryFee-Only

1WS CAPITAL ADVISORS, LLC

NEW YORK, NY · Since 2018

$1.1B AUM0 clientsFee: 0%

FiduciaryFee-Only

CORINTHIA GLOBAL MANAGEMENT

NEW YORK, NY · Since 2025

$887M AUM19 clientsFee: 0%

FiduciaryFee-Only

R & R FINANCIAL PLANNERS, INC.

EAST MEADOW, NY · Since 2023

$60M AUM2 clientsFee: 0%

FiduciaryFee-Only

CARUSO MCLEAN & CO., INC.

UTICA, NY · Since 2005

$282M AUM4 clientsFee: 0%

FiduciaryFee-Only

ADIRONDACK FINANCIAL SERVICES CORP

UTICA, NY · Since 2005

$462M AUM9 clientsFee: 0%

FiduciaryFee-Only

NEWMAN LADD CAPITAL ADVISORS, LLC.

CAMILLUS, NY · Since 2014

$108M AUM2 clientsFee: 0%

FiduciaryFee-Only

DYNAMIC TRADING MANAGEMENT, LLC.

WHITE PLAINS, NY · Since 2006

$117M AUM1 clientsFee: 0%

FiduciaryFee-Only

SHOPE ADVISORS GROUP

CAMILLUS, NY · Since 2022

$66M AUM1 clientsFee: 0%

FiduciaryFee-Only

SAGE HILL ADVISORY AND MANAGEMENT LLC

SARATOGA SPRINGS, NY · Since 2009

$73M AUM3 clientsFee: 0%

FiduciaryFee-Only

FLYNN ZITO CAPITAL MANAGEMENT, LLC

GARDEN CITY, NY · Since 2010

$774M AUM7 clientsFee: 0%

FiduciaryFee-Only

NOSURIS, INC.

LYNBROOK, NY · Since 2026

$95M AUM2 clientsFee: 0%

FiduciaryFee-Only

MWM GROUP LLC

CEDARHURST, NY · Since 2012

$431M AUM2 clientsFee: 0%

FiduciaryFee-Only

THE PINNACLE FINANCIAL GROUP

ROCKVILLE CENTRE, NY · Since 2012

$1.4B AUM54 clientsFee: 0%

FiduciaryFee-Only

ONE HOPPER ASSET MANAGEMENT

UTICA, NY · Since 2022

$58M AUM2 clientsFee: 0%

FiduciaryFee-Only

REGATTA LOAN MANAGEMENT LLC

NEW YORK, NY · Since 2015

$3.3B AUM0 clientsFee: 0%

FiduciaryFee-Only

ALAIA CAPITAL, LLC

NEW YORK, NY · Since 2015

$0 AUM3 clientsFee: 0%

FiduciaryFee-Only

LAWLEY RETIREMENT ADVISORS

BUFFALO, NY · Since 2016

$2.1B AUM5 clientsFee: 0%

FiduciaryFee-Only

SGROI WEALTH ADVISORY GROUP LLC

WEST SENECA, NY · Since 2017

$1.4B AUM14 clientsFee: 0%

FiduciaryFee-Only

BAYRIDGE FINANCIAL GROUP, INC.

ROCKVILLE CENTRE, NY · Since 2018

$94M AUM3 clientsFee: 0%

FiduciaryFee-Only

ELPHINSTONE

NEW YORK, NY · Since 2021

$1M AUM1 clientsFee: 0%

FiduciaryFee-Only

HALO INVESTMENT SERVICES, LLC

MANHASSET, NY · Since 2023

$60M AUM21 clientsFee: 0%

FiduciaryFee-Only

BLUE HORIZON EQUITY, INC.

PITTSFORD, NY · Since 2026

$0 AUM45 clientsFee: 0%

FiduciaryFee-Only

ACACIA ASSET MANAGEMENT LLC

NEW YORK, NY · Since 2017

$100M AUM1 clientsFee: 0%

FiduciaryFee-Only

GRENDA GROUP

BUFFALO, NY · Since 2014

$35M AUM2 clientsFee: 0%

FiduciaryFee-Only

MAIN STREET MANAGEMENT COMPANY

AQUEBOGUE, NY · Since 2024

$52M AUM2 clientsFee: 0%

FiduciaryFee-Only

NEUBERGER BERMAN BD LLC

NEW YORK, NY · Since 1966

$0 AUM775 clientsFee: 0%

SHUFRO, ROSE & CO., LLC

NEW YORK, NY · Since 1955

$2.5B AUM9 clientsFee: 0%

FiduciaryFee-Only

ARS INVESTMENT PARTNERS, LLC

NEW YORK, NY · Since 1971

$2.7B AUM7 clientsFee: 0%

FiduciaryFee-Only

LESKO SECURITIES, INC.

VESTAL, NY · Since 2017

$729M AUM12 clientsFee: 0%

E. MAGNUS OPPENHEIM & CO. INC.

NEW YORK, NY · Since 1978

$10M AUM1 clientsFee: 0%

OPPENHEIMER + CLOSE, LLC

NEW YORK, NY · Since 1989

$93M AUM5 clientsFee: 0%

FiduciaryFee-Only

UAS ASSET MANAGEMENT

NEW YORK, NY · Since 1988

$493M AUM5 clientsFee: 0%

FiduciaryFee-Only

MUZINICH & CO., INC.

NEW YORK, NY · Since 1991

$31.3B AUM67 clientsFee: 0%

FiduciaryFee-Only

HUDSON HERITAGE CAPITAL MANAGEMENT, INC.

CROTON-ON-HUDSON, NY · Since 2008

$129M AUM2 clientsFee: 0%

GLADOWSKY CAPITAL MANAGEMENT CORP

SMITHTOWN, NY · Since 2000

$198M AUM3 clientsFee: 0%

GAGNON SECURITIES, LLC

NEW YORK, NY · Since 2005

$530M AUM10 clientsFee: 0%

FLAGSTAR ADVISORS, INC.

NEW YORK, NY · Since 2007

$784M AUM37 clientsFee: 0%

HOWE AND RUSLING, INC.

ROCHESTER, NY

$2.4B AUM17 clientsFee: 0%

FiduciaryFee-Only

CHARLES PRATT & COMPANY, L.L.C.

NEW YORK, NY · Since 1984

$916M AUM1 clientsFee: 0%

FiduciaryFee-Only

ATALANTA SOSNOFF CAPITAL, LLC

NEW YORK, NY · Since 1982

$5.0B AUM8 clientsFee: 0%

FiduciaryFee-Only

NOTTINGHAM ADVISORS INC.

AMHERST, NY · Since 1982

$1.4B AUM9 clientsFee: 0%

FiduciaryFee-Only

NBT CAPITAL MANAGEMENT, INC.

JOHNSON CITY, NY · Since 1987

$1.6B AUM7 clientsFee: 0%

FiduciaryFee-Only

FAMILY MANAGE LLC

NEW YORK, NY · Since 1990

$5.3B AUM23 clientsFee: 0%

FiduciaryFee-Only

NEVILLE, RODIE & SHAW INC

NEW YORK, NY · Since 1966

$2.0B AUM6 clientsFee: 0%

FiduciaryFee-Only

VONTOBEL ASSET MANAGEMENT, INC.

NEW YORK, NY · Since 1984

$20.3B AUM23 clientsFee: 0%

FiduciaryFee-Only

BOYAR ASSET MANAGEMENT, INC.

NEW YORK, NY · Since 1983

$228M AUM6 clientsFee: 0%

FiduciaryFee-Only

BECK, MACK & OLIVER LLC

NEW YORK, NY

$6.2B AUM10 clientsFee: 0%

FiduciaryFee-Only

JOHN W. BRISTOL & CO., INC.

NEW YORK, NY · Since 1978

$7.1B AUM9 clientsFee: 0%

FiduciaryFee-Only

INDEPENDENT INVESTORS INC

NESCONSET, NY · Since 1983

$572M AUM2 clientsFee: 0%

FiduciaryFee-Only

TOCQUEVILLE ASSET MANAGEMENT LP

NEW YORK, NY · Since 1990

$10.2B AUM35 clientsFee: 0%

FiduciaryFee-Only

MARK ASSET MANAGEMENT LP

NEW YORK, NY · Since 1987

$1.1B AUM7 clientsFee: 0%

FiduciaryFee-Only

KERSHNER, GROSSO & CO.

SARATOGA SPRING, NY · Since 1986

$825M AUM6 clientsFee: 0%

FiduciaryFee-Only

OGOREK WEALTH MANAGEMENT, LLC

WILLIAMSVILLE, NY · Since 1983

$559M AUM2 clientsFee: 0%

FiduciaryFee-Only

SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC

NEW YORK, NY · Since 1980

$150.4B AUM110 clientsFee: 0%

FiduciaryFee-Only

SAPERSTON LEGACY ADVISORS, INC.

HAMBURG, NY · Since 2021

$181M AUM4 clientsFee: 0%

FiduciaryFee-Only

KLINGENSTEIN FIELDS ADVISORS

NEW YORK, NY · Since 1988

$4.7B AUM18 clientsFee: 0%

FiduciaryFee-Only

MONTROSE ADVISORS INC

NEW YORK, NY · Since 1993

$671M AUM3 clientsFee: 0%

FiduciaryFee-Only

HERON VIEW PARTNERS LLC

NEW YORK, NY · Since 1983

$2.7B AUM14 clientsFee: 0%

FiduciaryFee-Only

HORIZON KINETICS ASSET MANAGEMENT LLC

NEW YORK, NY · Since 1994

$9.6B AUM20 clientsFee: 0%

FiduciaryFee-Only

WEALTHSPIRE ADVISORS

NEW YORK, NY · Since 1995

$34.3B AUM220 clientsFee: 0%

FiduciaryFee-Only

COHEN & STEERS CAPITAL MANAGEMENT INC.

NEW YORK, NY · Since 1986

$85.7B AUM60 clientsFee: 0%

FiduciaryFee-Only

WEBER ASSET MANAGEMENT, INC.

LAKE SUCCESS, NY · Since 1993

$652M AUM7 clientsFee: 0%

FiduciaryFee-Only

DRA ADVISORS LLC

NEW YORK, NY · Since 1994

$14.4B AUM74 clientsFee: 0%

FiduciaryFee-Only

ABBOTT CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 1986

$15.3B AUM20 clientsFee: 0%

FiduciaryFee-Only

EAGLE CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 1995

$35.8B AUM12 clientsFee: 0%

FiduciaryFee-Only

FINANCIAL ASSET MANAGEMENT CORP

CHAPPAQUA, NY · Since 1986

$436M AUM3 clientsFee: 0%

FiduciaryFee-Only

RENAISSANCE TECHNOLOGIES LLC

NEW YORK, NY · Since 1998

$96.4B AUM170 clientsFee: 0%

FiduciaryFee-Only

CITIZENS PRIVATE WEALTH

TARRYTOWN, NY · Since 1992

$15.5B AUM204 clientsFee: 0%

FiduciaryFee-Only

FRED ALGER MANAGEMENT, LLC

NEW YORK, NY · Since 1970

$26.1B AUM40 clientsFee: 0%

FiduciaryFee-Only

C & C FINANCIAL SERVICES, INC.

GREAT NECK, NY · Since 1994

$66M AUM1 clientsFee: 0%

FiduciaryFee-Only

PZENA INVESTMENT MANAGEMENT LLC

NEW YORK, NY · Since 1995

$81.4B AUM55 clientsFee: 0%

FiduciaryFee-Only

VOYA ALTERNATIVE ASSET MANAGEMENT LLC

NEW YORK, NY · Since 1996

$34.0B AUM46 clientsFee: 0%

FiduciaryFee-Only

MEYER HANDELMAN COMPANY LLC

RYE BROOK, NY · Since 1951

$3.2B AUM8 clientsFee: 0%

FiduciaryFee-Only

LEXINGTON ADVISORS LLC

NEW YORK, NY · Since 1996

$2.7B AUM165 clientsFee: 0%

FiduciaryFee-Only

ORANGE INVESTMENT ADVISORS, INC.

GOSHEN, NY · Since 1995

$1.7B AUM8 clientsFee: 0%

FiduciaryFee-Only

MATRIX ASSET ADVISORS INC

WHITE PLAINS, NY · Since 1990

$1.4B AUM8 clientsFee: 0%

FiduciaryFee-Only

UNITED ASSET STRATEGIES INC.

GARDEN CITY, NY · Since 1992

$2.1B AUM21 clientsFee: 0%

FiduciaryFee-Only

SHIKIAR ASSET MANAGEMENT INC

NEW YORK, NY · Since 1993

$564M AUM4 clientsFee: 0%

FiduciaryFee-Only

FAGAN ASSOCIATES INC

TROY, NY · Since 1996

$941M AUM3 clientsFee: 0%

FiduciaryFee-Only

ROYCE INVESTMENT PARTNERS

NEW YORK, NY · Since 1971

$12.4B AUM30 clientsFee: 0%

FiduciaryFee-Only

MACKAY SHIELDS LLC

NEW YORK, NY · Since 1969

$159.5B AUM73 clientsFee: 0%

FiduciaryFee-Only

FINANCIAL DECISIONS, LLC

NEW YORK, NY · Since 1991

$328M AUM4 clientsFee: 0%

FiduciaryFee-Only

HUDSON ADVISOR SERVICES, INC.

BUFFALO, NY · Since 1997

$310M AUM6 clientsFee: 0%

FiduciaryFee-Only

ENTRUST GLOBAL PARTNERS LLC

NEW YORK, NY · Since 1998

$11.8B AUM40 clientsFee: 0%

FiduciaryFee-Only

JENNISON ASSOCIATES

NEW YORK, NY · Since 1969

$214.8B AUM66 clientsFee: 0%

FiduciaryFee-Only

FIRST EAGLE INVESTMENT MANAGEMENT, LLC

NEW YORK, NY · Since 1995

$136.5B AUM46 clientsFee: 0%

FiduciaryFee-Only

MIO PARTNERS, INC.

NEW YORK, NY · Since 1992

$59.6B AUM66 clientsFee: 0%

FiduciaryFee-Only

DOUGLASS WINTHROP ADVISORS LLC

NEW YORK, NY · Since 1999

$6.5B AUM18 clientsFee: 0%

FiduciaryFee-Only

CLARION PARTNERS

NEW YORK, NY · Since 1981

$73.7B AUM180 clientsFee: 0%

FiduciaryFee-Only

PECONIC PARTNERS LLC

NEW YORK, NY · Since 1997

$2.7B AUM5 clientsFee: 0%

FiduciaryFee-Only

BRAVE WARRIOR ADVISORS, LLC

NEW YORK, NY · Since 1987

$5.6B AUM3 clientsFee: 0%

FiduciaryFee-Only

TGM ASSOCIATES L.P.

NEW YORK, NY · Since 1995

$3.7B AUM15 clientsFee: 0%

FiduciaryFee-Only

ASSET MANAGEMENT ONE USA INC.

NEW YORK, NY · Since 1997

$2.9B AUM18 clientsFee: 0%

FiduciaryFee-Only

CHESAPEAKE ASSET MANAGEMENT LLC

NEW YORK, NY · Since 1998

$469M AUM5 clientsFee: 0%

FiduciaryFee-Only

CAPITAL COUNSEL LLC

NEW YORK, NY · Since 1999

$2.9B AUM6 clientsFee: 0%

FiduciaryFee-Only

LANDMARK WEALTH MANAGEMENT

GETZVILLE, NY · Since 2012

$680M AUM4 clientsFee: 0%

FiduciaryFee-Only

CENTRE PARTNERS MANAGEMENT LLC

NEW YORK, NY · Since 1999

$1.2B AUM16 clientsFee: 0%

FiduciaryFee-Only

STRATEGIC FINANCIAL SERVICES

UTICA, NY · Since 1989

$2.8B AUM26 clientsFee: 0%

FiduciaryFee-Only

BBR PARTNERS, LLC

NEW YORK, NY · Since 2000

$36.5B AUM53 clientsFee: 0%

FiduciaryFee-Only

BRIDGEWATER ADVISORS INC.

NEW YORK, NY · Since 1995

$2.6B AUM17 clientsFee: 0%

FiduciaryFee-Only

SANDLER CAPITAL MANAGEMENT

NEW YORK, NY · Since 1988

$395M AUM11 clientsFee: 0%

FiduciaryFee-Only

CBRE INVESTMENT MANAGEMENT

NEW YORK, NY · Since 1995

$22.8B AUM113 clientsFee: 0%

FiduciaryFee-Only

ALTFEST PERSONAL WEALTH MANAGEMENT

NEW YORK, NY · Since 1983

$1.8B AUM19 clientsFee: 0%

FiduciaryFee-Only

THE NORTHSTAR GROUP, INC.

NEW YORK, NY · Since 1992

$1.0B AUM6 clientsFee: 0%

FiduciaryFee-Only

EXCOMP ASSET MANAGEMENT LTD

MELVILLE, NY · Since 1993

$140M AUM2 clientsFee: 0%

FiduciaryFee-Only

BROOKFIELD PUBLIC SECURITIES GROUP LLC

NEW YORK, NY · Since 1989

$66.5B AUM41 clientsFee: 0%

FiduciaryFee-Only

M.D. SASS, LLC

NEW YORK, NY · Since 1972

$2.1B AUM10 clientsFee: 0%

FiduciaryFee-Only

PINNACLE ASSOCIATES, LTD.

NEW YORK, NY · Since 1984

$10.4B AUM33 clientsFee: 0%

FiduciaryFee-Only

RAMIREZ ASSET MANAGEMENT, INC.

NEW YORK, NY · Since 2008

$12.3B AUM21 clientsFee: 0%

FiduciaryFee-Only

LEVEL FINANCIAL ADVISORS, INC.

EAST AMHERST, NY · Since 1981

$863M AUM9 clientsFee: 0%

FiduciaryFee-Only

VALICENTI ADVISORY SERVICES INC

ELMIRA, NY · Since 1983

$820M AUM7 clientsFee: 0%

FiduciaryFee-Only

GRACE & WHITE, INC

NEW YORK, NY · Since 1977

$964M AUM4 clientsFee: 0%

FiduciaryFee-Only

NEXT CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 1999

$2.1B AUM9 clientsFee: 0%

FiduciaryFee-Only

CIRCLE ADVISERS INC

NEW YORK, NY · Since 1983

$868M AUM7 clientsFee: 0%

FiduciaryFee-Only

FENIMORE ASSET MANAGEMENT, INC.

COBLESKILL, NY · Since 1974

$5.4B AUM23 clientsFee: 0%

FiduciaryFee-Only

GRANDFIELD & DODD, LLC

NEW YORK, NY · Since 2001

$2.2B AUM9 clientsFee: 0%

FiduciaryFee-Only

TORCHLIGHT INVESTORS, LLC

NEW YORK, NY · Since 1998

$5.8B AUM23 clientsFee: 0%

FiduciaryFee-Only

LYON CAPITAL MANAGEMENT, LLC

PITTSFORD, NY · Since 2012

$95M AUM2 clientsFee: 0%

FiduciaryFee-Only

TERRA NOVA ASSET MANAGEMENT LLC

NEW YORK, NY · Since 1998

$220M AUM2 clientsFee: 0%

FiduciaryFee-Only

P&A CAPITAL ADVISORS

NEW YORK, NY · Since 2000

$126M AUM4 clientsFee: 0%

FiduciaryFee-Only

CLEAR POINT ADVISORS, INC.

MELVILLE, NY · Since 1998

$253M AUM4 clientsFee: 0%

FiduciaryFee-Only

BOUCHEY FINANCIAL GROUP LTD

TROY, NY · Since 1996

$1.6B AUM11 clientsFee: 0%

FiduciaryFee-Only

AVENUE CAPITAL MANAGEMENT II, L.P.

NEW YORK, NY · Since 2000

$5.0B AUM39 clientsFee: 0%

FiduciaryFee-Only

SHENKMAN CAPITAL MANAGEMENT, INC.

NEW YORK, NY · Since 1985

$35.1B AUM50 clientsFee: 0%

FiduciaryFee-Only

ALPINE WOODS CAPITAL INVESTORS, LLC

PURCHASE, NY · Since 1997

$181M AUM3 clientsFee: 0%

FiduciaryFee-Only

FOX FINANCIAL SERVICES, INC.

WHITE PLAINS, NY · Since 2001

$111M AUM1 clientsFee: 0%

FiduciaryFee-Only

GOLDENTREE ASSET MANAGEMENT LP

NEW YORK, NY · Since 2001

$70.1B AUM80 clientsFee: 0%

FiduciaryFee-Only

AVENUE ASIA CAPITAL MANAGEMENT, L.P.

NEW YORK CITY, NY · Since 2001

$1.9B AUM15 clientsFee: 0%

FiduciaryFee-Only

FIERA CAPITAL INC.

NEW YORK, NY · Since 1972

$17.3B AUM37 clientsFee: 0%

FiduciaryFee-Only

CONRAD CAPITAL MANAGEMENT, INC.

HAUPPAUGE, NY · Since 2001

$91M AUM2 clientsFee: 0%

FiduciaryFee-Only

ASHFORD ADVISORS, LLC

PITTSFORD, NY · Since 2001

$943M AUM3 clientsFee: 0%

FiduciaryFee-Only

SEGAL MARCO ADVISORS

NEW YORK, NY · Since 2002

$50.2B AUM103 clientsFee: 0%

FiduciaryFee-Only

FIEN CAPITAL MANAGEMENT, LLC

ROCHESTER, NY · Since 2001

$138M AUM2 clientsFee: 0%

FiduciaryFee-Only

AMERICAN FINANCIAL & TAX STRATEGIES, INC.

NEW YORK, NY · Since 1993

$279M AUM1 clientsFee: 0%

FiduciaryFee-Only

ROCKBRIDGE INVESTMENT MANAGEMENT, LLC

SYRACUSE, NY · Since 2001

$1.8B AUM13 clientsFee: 0%

FiduciaryFee-Only

AETOS ALTERNATIVES MANAGEMENT

NEW YORK, NY · Since 2001

$5.8B AUM15 clientsFee: 0%

FiduciaryFee-Only

VALUEWORKS, LLC

NEW YORK CITY, NY · Since 2001

$577M AUM3 clientsFee: 0%

FiduciaryFee-Only

TAG ASSOCIATES LLC

NEW YORK, NY · Since 2002

$7.1B AUM23 clientsFee: 0%

FiduciaryFee-Only

WHITNEY & COMPANY

ROCHESTER, NY · Since 2001

$1.5B AUM8 clientsFee: 0%

FiduciaryFee-Only

OVERBROOK MANAGEMENT CORPORATION

NEW YORK, NY · Since 2001

$1.1B AUM7 clientsFee: 0%

FiduciaryFee-Only

ALKEON CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2001

$25.3B AUM30 clientsFee: 0%

FiduciaryFee-Only

BURNS MATTESON CAPITAL MANAGEMENT, LLC

CORNING, NY · Since 2002

$400M AUM5 clientsFee: 0%

FiduciaryFee-Only

SILVERCREST ASSET MANAGEMENT GROUP LLC

NEW YORK, NY · Since 2002

$28.3B AUM92 clientsFee: 0%

FiduciaryFee-Only

ORBIMED ADVISORS LLC

NEW YORK, NY · Since 2002

$20.6B AUM86 clientsFee: 0%

FiduciaryFee-Only

SANDERSON WEALTH MANAGEMENT, LLC

BUFFALO, NY · Since 2002

$1.4B AUM11 clientsFee: 0%

FiduciaryFee-Only

JBGLOBAL.COM LLC

NEW YORK, NY · Since 2011

$121M AUM1 clientsFee: 0%

FiduciaryFee-Only

WATERFORD ADVISORS, LLC

ORCHARD PARK, NY · Since 2004

$399M AUM7 clientsFee: 0%

FiduciaryFee-Only

MAGNOLIA CAPITAL MANAGEMENT

COLD SPRING, NY · Since 2006

$228M AUM3 clientsFee: 0%

FiduciaryFee-Only

PREMIER WEALTH ADVISORS, LLC

NEW YORK, NY · Since 2013

$555M AUM6 clientsFee: 0%

FiduciaryFee-Only

BLACKSTONE ASSET BASED FINANCE ADVISORS LP

NEW YORK, NY · Since 2002

$70.4B AUM386 clientsFee: 0%

FiduciaryFee-Only

LEUCADIA ASSET MANAGEMENT LLC

NEW YORK, NY · Since 2003

$3.1B AUM18 clientsFee: 0%

FiduciaryFee-Only

LAZARD ASSET MANAGEMENT LLC

NEW YORK, NY · Since 2002

$120.5B AUM240 clientsFee: 0%

FiduciaryFee-Only

OBERON ASSET MANAGEMENT, LLC

NEW YORK, NY · Since 2010

$233M AUM4 clientsFee: 0%

FiduciaryFee-Only

FLORIAN FINANCIAL GROUP LLC

WILLIAMSVILLE, NY · Since 2007

$215M AUM5 clientsFee: 0%

FiduciaryFee-Only

TACONIC ADVISORS

SAUGERTIES, NY · Since 2022

$246M AUM4 clientsFee: 0%

FiduciaryFee-Only

COOPER/HAIMS ADVISORS, LLC

VICTOR, NY · Since 2002

$1.2B AUM13 clientsFee: 0%

FiduciaryFee-Only

DOPKINS WEALTH MANAGEMENT, LLC

WILLIAMSVILLE, NY · Since 2003

$717M AUM4 clientsFee: 0%

FiduciaryFee-Only

ALLEN INVESTMENT MANAGEMENT, LLC

NEW YORK, NY · Since 2003

$16.9B AUM12 clientsFee: 0%

FiduciaryFee-Only

AEA QP ADVISERS LLC

NEW YORK, NY · Since 2003

$15.5B AUM112 clientsFee: 0%

FiduciaryFee-Only

MARATHON ASSET MANAGEMENT, L.P.

NEW YORK, NY · Since 2003

$30.5B AUM99 clientsFee: 0%

FiduciaryFee-Only

NEUBERGER BERMAN INVESTMENT ADVISERS LLC

NEW YORK, NY · Since 2003

$398.6B AUM646 clientsFee: 0%

FiduciaryFee-Only

SAFE HARBOR ASSET MANAGEMENT, INC.

HUNTINGTON, NY · Since 2014

$27M AUM2 clientsFee: 0%

FiduciaryFee-Only

BREWSTER FINANCIAL PLANNING LLC

BROOKLYN, NY · Since 2013

$240M AUM3 clientsFee: 0%

FiduciaryFee-Only

KLINGMAN AND ASSOCIATES, LLC

NEW YORK, NY · Since 2007

$5.7B AUM14 clientsFee: 0%

FiduciaryFee-Only

PKS ADVISORY SERVICES, LLC

ALBANY, NY · Since 2003

$1.1B AUM36 clientsFee: 0%

FiduciaryFee-Only

HEYDORN STONE CAPITAL MANAGEMENT LLC

LARCHMONT, NY · Since 2005

$142M AUM2 clientsFee: 0%

FiduciaryFee-Only

KELLEHER FINANCIAL ADVISORS, LLC

NEW YORK, NY · Since 2003

$1.2B AUM6 clientsFee: 0%

FiduciaryFee-Only

WEALTHEDGE INVESTMENT ADVISORS, LLC

NEW YORK, NY · Since 2006

$472M AUM6 clientsFee: 0%

FiduciaryFee-Only

ENGLESON & ASSOCIATES

ROCHESTER, NY · Since 2008

$114M AUM4 clientsFee: 0%

FiduciaryFee-Only

PINNACLE ASSET MANAGEMENT, L.P.

NEW YORK, NY · Since 2003

$8.9B AUM10 clientsFee: 0%

FiduciaryFee-Only

FRISCH FINANCIAL GROUP, INC.

MELVILLE, NY · Since 2003

$932M AUM7 clientsFee: 0%

FiduciaryFee-Only

ARRIVAL CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2025

$42M AUM1 clientsFee: 0%

FiduciaryFee-Only

BUCKRAM SECURITIES LTD

LOCUST VALLEY, NY · Since 2017

$117M AUM2 clientsFee: 0%

BSP NY LLC

NEW YORK, NY · Since 2003

$14.2B AUM8 clientsFee: 0%

FiduciaryFee-Only

PERSONAL ASSET STRATEGIES, INC.

WESTBURY, NY · Since 2004

$40M AUM2 clientsFee: 0%

FiduciaryFee-Only

STEWARDSHIP FINANCIAL PLANNING

IRVINGTON, NY · Since 2023

$66M AUM1 clientsFee: 0%

FiduciaryFee-Only

TORTOISE INVESTMENT MANAGEMENT, LLC

WHITE PLAINS, NY · Since 2006

$2.1B AUM16 clientsFee: 0%

FiduciaryFee-Only

ESTABROOK CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2003

$933M AUM5 clientsFee: 0%

FiduciaryFee-Only

ZEPHYR MANAGEMENT, L.P.

NEW YORK, NY · Since 2023

$256M AUM13 clientsFee: 0%

FiduciaryFee-Only

SANDHILL INVESTMENT MANAGEMENT

BUFFALO, NY · Since 2004

$2.4B AUM14 clientsFee: 0%

FiduciaryFee-Only

RIVERSTONE INVESTMENT GROUP LLC

NEW YORK, NY · Since 2005

$7.2B AUM12 clientsFee: 0%

FiduciaryFee-Only

PRINCE FINANCIAL ADVISORY LLC

NEW YORK, NY · Since 2014

$62M AUM1 clientsFee: 0%

FiduciaryFee-Only

CARRET ASSET MANAGEMENT, LLC

NEW YORK, NY · Since 2004

$3.5B AUM10 clientsFee: 0%

FiduciaryFee-Only

CREWCIAL PARTNERS LLC

NEW YORK, NY · Since 2004

$972M AUM6 clientsFee: 0%

FiduciaryFee-Only

EHRENKRANZ PARTNERS L.P.

NEW YORK, NY · Since 2004

$21.5B AUM17 clientsFee: 0%

FiduciaryFee-Only

PAPAMARKOU WELLNER PERKIN ADVISORS

NEW YORK, NY · Since 2004

$358M AUM11 clientsFee: 0%

FiduciaryFee-Only

AVENUE EUROPE INTERNATIONAL MANAGEMENT, L.P.

NEW YORK, NY · Since 2004

$3.9B AUM9 clientsFee: 0%

FiduciaryFee-Only

TPG ANGELO GORDON

NEW YORK, NY · Since 1989

$115.9B AUM389 clientsFee: 0%

FiduciaryFee-Only

CURRAN WEALTH MANAGEMENT

ALBANY, NY · Since 2004

$804M AUM10 clientsFee: 0%

FiduciaryFee-Only

AEA INVESTORS SBF LP

NEW YORK, NY · Since 2004

$3.5B AUM112 clientsFee: 0%

FiduciaryFee-Only

PERSHING SQUARE CAPITAL MANAGEMENT, L.P.

NEW YORK, NY · Since 2004

$19.8B AUM11 clientsFee: 0%

FiduciaryFee-Only

COHEN & COMPANY FINANCIAL MANAGEMENT, LLC

NEW YORK, NY · Since 2005

$237M AUM5 clientsFee: 0%

FiduciaryFee-Only

WISE WEALTH MANAGEMENT, LLC

NEW YORK, NY · Since 2010

$130M AUM2 clientsFee: 0%

FiduciaryFee-Only

INDUS CAPITAL PARTNERS, LLC

NEW YORK, NY · Since 2006

$5.1B AUM28 clientsFee: 0%

FiduciaryFee-Only

STRATEGIC PARTNERS FUND SOLUTIONS ADVISORS L.P.

NEW YORK, NY · Since 2005

$80.4B AUM81 clientsFee: 0%

FiduciaryFee-Only

BLACKSTONE CREDIT SYSTEMATIC STRATEGIES LLC

NEW YORK, NY · Since 2005

$35.7B AUM339 clientsFee: 0%

FiduciaryFee-Only

CBF ADVISORS, LLC

NEW YORK, NY · Since 2019

$47M AUM5 clientsFee: 0%

FiduciaryFee-Only

GRESHAM INVESTMENT MANAGEMENT LLC

NEW YORK, NY · Since 2005

$8.6B AUM18 clientsFee: 0%

FiduciaryFee-Only

D. E. SHAW INVESTMENT MANAGEMENT, L.L.C.

NEW YORK, NY · Since 2005

$33.4B AUM45 clientsFee: 0%

FiduciaryFee-Only

LINDEN ADVISORS LP

NEW YORK, NY · Since 2006

$38.8B AUM25 clientsFee: 0%

FiduciaryFee-Only

ANCHORAGE CAPITAL GROUP, L.L.C.

NEW YORK, NY · Since 2006

$3.7B AUM43 clientsFee: 0%

FiduciaryFee-Only

MARSHALL WACE NORTH AMERICA L.P.

NEW YORK, NY · Since 2009

$58.9B AUM112 clientsFee: 0%

FiduciaryFee-Only

BLACKSTONE REAL ESTATE ADVISORS EUROPE L.P.

NEW YORK, NY · Since 2005

$2.8B AUM363 clientsFee: 0%

FiduciaryFee-Only

CEDARVIEW CAPITAL MANAGEMENT, LP

WOODMERE, NY · Since 2006

$105M AUM6 clientsFee: 0%

FiduciaryFee-Only

OAK HILL CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2005

$13.9B AUM34 clientsFee: 0%

FiduciaryFee-Only

CYRUS CAPITAL PARTNERS, L.P.

NEW YORK, NY · Since 2005

$3.9B AUM15 clientsFee: 0%

FiduciaryFee-Only

HEARTWOOD FUNDS

NEW YORK, NY · Since 2006

$318M AUM1 clientsFee: 0%

FiduciaryFee-Only

BLACKSTONE MANAGEMENT PARTNERS L.L.C.

NEW YORK, NY · Since 2005

$145.7B AUM195 clientsFee: 0%

FiduciaryFee-Only

CLEARBRIDGE INVESTMENTS, LLC

NEW YORK, NY · Since 2005

$184.8B AUM71 clientsFee: 0%

FiduciaryFee-Only

ELCO MANAGEMENT COMPANY, LLC

NEW YORK, NY · Since 2005

$261M AUM5 clientsFee: 0%

FiduciaryFee-Only

LEVIN CAPITAL STRATEGIES, L.P.

NEW YORK, NY · Since 2006

$1.7B AUM9 clientsFee: 0%

FiduciaryFee-Only

TACONIC CAPITAL ADVISORS LP

NEW YORK, NY · Since 2006

$4.9B AUM16 clientsFee: 0%

FiduciaryFee-Only

SENVEST MANAGEMENT, LLC

NEW YORK, NY · Since 2012

$4.1B AUM14 clientsFee: 0%

FiduciaryFee-Only

GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC

NEW YORK, NY · Since 2006

$240.7B AUM166 clientsFee: 0%

FiduciaryFee-Only

BLACKSTONE ALTERNATIVE CREDIT ADVISORS LP

NEW YORK, NY · Since 2006

$44.1B AUM443 clientsFee: 0%

FiduciaryFee-Only

FRANCO FINANCIAL ADVISORS, INC.

NEW YORK, NY · Since 2022

$72M AUM2 clientsFee: 0%

FiduciaryFee-Only

GLENVIEW CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2012

$6.4B AUM25 clientsFee: 0%

FiduciaryFee-Only

RIVA RIDGE CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2012

$758M AUM6 clientsFee: 0%

FiduciaryFee-Only

TIPTREE ADVISORS, LLC

NEW YORK, NY · Since 2006

$2.3B AUM13 clientsFee: 0%

FiduciaryFee-Only

INVESTCORP INVESTMENT ADVISERS LLC

NEW YORK, NY · Since 2005

$5.5B AUM37 clientsFee: 0%

FiduciaryFee-Only

CORSAIR CAPITAL LLC

NEW YORK, NY · Since 2006

$7.7B AUM24 clientsFee: 0%

FiduciaryFee-Only

MALTESE CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2010

$696M AUM9 clientsFee: 0%

FiduciaryFee-Only

LUXOR CAPITAL GROUP, LP

NEW YORK, NY · Since 2010

$5.0B AUM20 clientsFee: 0%

FiduciaryFee-Only

ORTELIUS CAPITAL PARTNERS

NEW YORK, NY · Since 2006

$144M AUM1 clientsFee: 0%

FiduciaryFee-Only

LANX MANAGEMENT, LLC

WHITE PLAINS, NY · Since 2010

$188M AUM1 clientsFee: 0%

FiduciaryFee-Only

GREYWOLF CAPITAL MANAGEMENT LP

PURCHASE, NY · Since 2006

$3.1B AUM14 clientsFee: 0%

FiduciaryFee-Only

ADVANCED PORTFOLIO MANAGEMENT, LLC

NEW YORK, NY · Since 2006

$2.7B AUM11 clientsFee: 0%

FiduciaryFee-Only

GLG LLC

NEW YORK, NY · Since 2006

$7.0B AUM26 clientsFee: 0%

FiduciaryFee-Only

CCMP CAPITAL

NEW YORK, NY · Since 2006

$2.2B AUM9 clientsFee: 0%

FiduciaryFee-Only

YORK CAPITAL MANAGEMENT

NEW YORK, NY · Since 2009

$3.3B AUM11 clientsFee: 0%

FiduciaryFee-Only

J.J. BURNS & COMPANY

MELVILLE, NY · Since 2006

$1.3B AUM8 clientsFee: 0%

FiduciaryFee-Only

PHARO MANAGEMENT, INC.

NEW YORK, NY · Since 2012

$14.6B AUM14 clientsFee: 0%

FiduciaryFee-Only

MERIT FINANCIAL PARTNERS LLC

MASPETH, NY · Since 2017

$308M AUM5 clientsFee: 0%

FiduciaryFee-Only

PINNACLE CAPITAL MANAGEMENT, LLC

EAST SYRACUSE, NY · Since 2006

$300M AUM7 clientsFee: 0%

FiduciaryFee-Only

SAMALIN WEALTH

CHAPPAQUA, NY · Since 2007

$491M AUM8 clientsFee: 0%

FiduciaryFee-Only

CANNELL & SPEARS LLC

NEW YORK, NY · Since 2007

$7.0B AUM17 clientsFee: 0%

FiduciaryFee-Only

LUTHER FOREST WEALTH ADVISORS, L.L.C.

MALTA, NY · Since 2007

$99M AUM3 clientsFee: 0%

FiduciaryFee-Only

PASSIVE CAPITAL MANAGEMENT, LLC

SYRACUSE, NY · Since 2008

$997M AUM8 clientsFee: 0%

FiduciaryFee-Only

SHULMAN DEMEO ASSET MANAGEMENT, LLC

LAKE SUCCESS, NY · Since 2007

$815M AUM2 clientsFee: 0%

FiduciaryFee-Only

BLACKSTONE REAL ESTATE ADVISORS L.P.

NEW YORK, NY · Since 2007

$130.7B AUM363 clientsFee: 0%

FiduciaryFee-Only

AMIDON & PETERSEN FINANCIALS, LLC

ALBANY, NY · Since 2015

$39M AUM1 clientsFee: 0%

FiduciaryFee-Only

APOLLO CAPITAL MANAGEMENT, L.P.

NEW YORK, NY · Since 2007

$718.5B AUM912 clientsFee: 0%

FiduciaryFee-Only

AKSIA LLC

NEW YORK, NY · Since 2007

$35.2B AUM128 clientsFee: 0%

FiduciaryFee-Only

ALTARIS, LLC

NEW YORK, NY · Since 2012

$9.3B AUM37 clientsFee: 0%

FiduciaryFee-Only

SEACREST INVESTMENT MANAGEMENT, LLC

PURCHASE, NY · Since 2010

$111M AUM3 clientsFee: 0%

FiduciaryFee-Only

SUMMIT ROCK ADVISORS, LP

NEW YORK, NY · Since 2007

$26.2B AUM41 clientsFee: 0%

FiduciaryFee-Only

BRIGADE CAPITAL MANAGEMENT, LP

NEW YORK, NY · Since 2009

$33.0B AUM42 clientsFee: 0%

FiduciaryFee-Only

OFFIT CAPITAL

NEW YORK, NY · Since 2007

$20.6B AUM55 clientsFee: 0%

FiduciaryFee-Only

INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC

WILLIAMSVILLE, NY · Since 2008

$1.5B AUM26 clientsFee: 0%

FiduciaryFee-Only

INDEPENDENT FAMILY OFFICE, LLC

ALBANY, NY · Since 2012

$760M AUM3 clientsFee: 0%

FiduciaryFee-Only

STELAC ADVISORY SERVICES LLC

NEW YORK, NY · Since 2008

$6.3B AUM10 clientsFee: 0%

FiduciaryFee-Only

RM SINCERBEAUX CAPITAL MANAGEMENT, LLC.

NEW YORK, NY · Since 2007

$227M AUM1 clientsFee: 0%

FiduciaryFee-Only

CORNELL POCHILY INVESTMENT ADVISORS, INC.

ITHACA, NY · Since 2007

$654M AUM5 clientsFee: 0%

FiduciaryFee-Only

HOLLOW BROOK WEALTH MANAGEMENT LLC

KATONAH, NY · Since 2008

$1.4B AUM4 clientsFee: 0%

FiduciaryFee-Only

INSIGHT INVESTMENT

NEW YORK, NY · Since 2009

$171.1B AUM112 clientsFee: 0%

FiduciaryFee-Only

BLACKSTONE REAL ESTATE SPECIAL SITUATIONS ADVISORS L.L.C.

NEW YORK, NY · Since 2008

$69.8B AUM134 clientsFee: 0%

FiduciaryFee-Only

SLR CAPITAL PARTNERS, LLC

NEW YORK, NY · Since 2008

$9.4B AUM34 clientsFee: 0%

FiduciaryFee-Only

IFM INVESTORS (US) ADVISOR, LLC

NEW YORK, NY · Since 2008

$40.2B AUM63 clientsFee: 0%

FiduciaryFee-Only

PAYNE CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2008

$1.3B AUM7 clientsFee: 0%

FiduciaryFee-Only

EAST END ADVISORS, LLC

NEW YORK, NY · Since 2008

$6.1B AUM9 clientsFee: 0%

FiduciaryFee-Only

TIEDEMANN ADVISORS, LLC

NEW YORK, NY · Since 2009

$31.0B AUM64 clientsFee: 0%

FiduciaryFee-Only

SPIELBERGER & BROOKS, INC.

WOODBURY, NY · Since 2008

$474M AUM2 clientsFee: 0%

FiduciaryFee-Only

LEXINGTON PARTNERS L.P.

NEW YORK, NY · Since 2010

$79.3B AUM165 clientsFee: 0%

FiduciaryFee-Only

RMWC

NEW YORK, NY · Since 2010

$807M AUM8 clientsFee: 0%

FiduciaryFee-Only

CAPRICORN INVESTMENT GROUP LLC

NEW YORK, NY · Since 2008

$18.9B AUM16 clientsFee: 0%

FiduciaryFee-Only

WEALTHSPIRE ADVISORS

MELVILLE, NY · Since 2008

$4.4B AUM21 clientsFee: 0%

FiduciaryFee-Only

JOSEPH P. LUCIA & ASSOCIATES, LLC

YORKTOWN HEIGHTS, NY · Since 2012

$388M AUM3 clientsFee: 0%

FiduciaryFee-Only

DRAPER ASSET MANAGEMENT, LLC

SMITHTOWN, NY · Since 2017

$231M AUM6 clientsFee: 0%

FiduciaryFee-Only

SKYBRIDGE CAPITAL II, LLC

NEW YORK, NY · Since 2010

$1.9B AUM5 clientsFee: 0%

FiduciaryFee-Only

EMPERY ASSET MANAGEMENT, LP

NEW YORK CITY, NY · Since 2021

$262M AUM3 clientsFee: 0%

FiduciaryFee-Only

POMONA CAPITAL

NEW YORK, NY · Since 2008

$15.2B AUM18 clientsFee: 0%

FiduciaryFee-Only

VIBRANT CAPITAL PARTNERS, INC.

NEW YORK, NY · Since 2009

$4.3B AUM16 clientsFee: 0%

FiduciaryFee-Only

EVERCORE WEALTH MANAGEMENT, LLC

NEW YORK, NY · Since 2008

$15.5B AUM68 clientsFee: 0%

FiduciaryFee-Only

COHEN KLINGENSTEIN, LLC

NEW YORK, NY · Since 2008

$3.4B AUM3 clientsFee: 0%

FiduciaryFee-Only

CLARITY INVESTMENTS + PLANNING LLC

MOUNT KISCO, NY · Since 2008

$141M AUM1 clientsFee: 0%

FiduciaryFee-Only

VARDE MANAGEMENT, L.P.

NEW YORK, NY · Since 2009

$16.1B AUM64 clientsFee: 0%

FiduciaryFee-Only

SAGE ADVISORS, LLC

NEW YORK, NY · Since 2008

$366M AUM12 clientsFee: 0%

FiduciaryFee-Only

ARMORY CAPITAL MANAGEMENT, LLC

SYRACUSE, NY · Since 2009

$167M AUM2 clientsFee: 0%

FiduciaryFee-Only

CLEAR HAVEN CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2019

$2.2B AUM6 clientsFee: 0%

FiduciaryFee-Only

P. SCHOENFELD ASSET MANAGEMENT LP

NEW YORK, NY · Since 2009

$532M AUM4 clientsFee: 0%

FiduciaryFee-Only

BIENVILLE CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2009

$4.5B AUM13 clientsFee: 0%

FiduciaryFee-Only

STRATEGAS SECURITIES, LLC DBA STRATEGAS RESEARCH PARTNERS

NEW YORK, NY · Since 2019

$0 AUM15 clientsFee: 0%

FINGERLAKES WEALTH MANAGEMENT, INC.

ITHACA, NY · Since 2009

$285M AUM4 clientsFee: 0%

FiduciaryFee-Only

CONGRESS PARK CAPITAL LLC

SARATOGA SPRINGS, NY · Since 2009

$422M AUM3 clientsFee: 0%

FiduciaryFee-Only

RIVERPARK CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2009

$299M AUM6 clientsFee: 0%

FiduciaryFee-Only

ARTEMIS WEALTH ADVISORS, LLC

PORT WASHINGTON, NY · Since 2010

$1.9B AUM5 clientsFee: 0%

FiduciaryFee-Only

MIDOCEAN US ADVISOR, L.P.

NEW YORK, NY · Since 2009

$3.7B AUM23 clientsFee: 0%

FiduciaryFee-Only

WATER ASSET MANAGEMENT, LLC

NEW YORK, NY · Since 2009

$781M AUM5 clientsFee: 0%

FiduciaryFee-Only

CERITY PARTNERS LLC

NEW YORK, NY · Since 2009

$161.7B AUM1102 clientsFee: 0%

FiduciaryFee-Only

MIDOCEAN CREDIT PARTNERS

NEW YORK, NY · Since 2009

$8.5B AUM23 clientsFee: 0%

FiduciaryFee-Only

BROOKFIELD ASSET MANAGEMENT PIC US, LLC

NEW YORK, NY · Since 2010

$105.3B AUM1790 clientsFee: 0%

FiduciaryFee-Only

BREVET CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2012

$2.6B AUM21 clientsFee: 0%

FiduciaryFee-Only

HUNT INVESTMENT MANAGEMENT, LLC

NEW YORK, NY · Since 2009

$118M AUM21 clientsFee: 0%

FiduciaryFee-Only

STANDARD GENERAL L.P.

NEW YORK, NY · Since 2009

$647M AUM1 clientsFee: 0%

FiduciaryFee-Only

CERITY PARTNERS OCIO LLC

NEW YORK, NY · Since 2010

$21.1B AUM21 clientsFee: 0%

FiduciaryFee-Only

SEER CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2009

$1.1B AUM11 clientsFee: 0%

FiduciaryFee-Only

CERBERUS CAPITAL MANAGEMENT, L.P.

NEW YORK, NY · Since 2010

$92.5B AUM216 clientsFee: 0%

FiduciaryFee-Only

R. SEEGER WEALTH MANAGEMENT, LTD

LINDENHURST, NY · Since 2021

$72M AUM1 clientsFee: 0%

FiduciaryFee-Only

BLACKSTONE LIQUID CREDIT ADVISORS I LLC

NEW YORK, NY · Since 2009

$51.6B AUM408 clientsFee: 0%

FiduciaryFee-Only

TRILANTIC NORTH AMERICA

NEW YORK, NY · Since 2010

$5.9B AUM20 clientsFee: 0%

FiduciaryFee-Only

ABERNATHY GROUP II LLC

NEW YORK, NY · Since 2010

$80M AUM1 clientsFee: 0%

FiduciaryFee-Only

JOEL ISAACSON & CO., LLC

NEW YORK, NY · Since 2009

$9.3B AUM20 clientsFee: 0%

FiduciaryFee-Only

SENECA FINANCIAL ADVISORS LLC

ROCHESTER, NY · Since 2010

$847M AUM5 clientsFee: 0%

FiduciaryFee-Only

TENOR CAPITAL MANAGEMENT COMPANY, L.P.

NEW YORK, NY · Since 2010

$10.2B AUM18 clientsFee: 0%

FiduciaryFee-Only

LOMBARD ODIER ASSET MANAGEMENT (USA) CORP

NEW YORK, NY · Since 2011

$7.5B AUM27 clientsFee: 0%

FiduciaryFee-Only

APPOMATTOX ADVISORY, INC

NEW YORK, NY · Since 2010

$426M AUM4 clientsFee: 0%

FiduciaryFee-Only

LIVIAN & CO.

NEW YORK, NY · Since 2010

$153M AUM3 clientsFee: 0%

FiduciaryFee-Only

WNY ASSET MANAGEMENT, LLC

WILLIAMSVILLE, NY · Since 2010

$1.7B AUM18 clientsFee: 0%

FiduciaryFee-Only

PRETIUM CREDIT MANAGEMENT, LLC

NEW YORK, NY · Since 2010

$2.8B AUM30 clientsFee: 0%

FiduciaryFee-Only

TRIAN FUND MANAGEMENT, L.P.

NEW YORK, NY · Since 2010

$6.7B AUM13 clientsFee: 0%

FiduciaryFee-Only

SABA CAPITAL MANAGEMENT, L.P.

NEW YORK, NY · Since 2010

$18.3B AUM17 clientsFee: 0%

FiduciaryFee-Only

FSC WEALTH ADVISORS, LLC

FISHKILL, NY · Since 2010

$122M AUM5 clientsFee: 0%

FiduciaryFee-Only

GCP CAPITAL PARTNERS LLC

NEW YORK, NY · Since 2010

$1.5B AUM6 clientsFee: 0%

FiduciaryFee-Only

FOCUSED WEALTH MANAGEMENT, INC.

NEWBURGH, NY · Since 2010

$2.3B AUM8 clientsFee: 0%

FiduciaryFee-Only

SECOR INVESTMENT ADVISORS, LP

NEW YORK, NY · Since 2010

$12.8B AUM24 clientsFee: 0%

FiduciaryFee-Only

OCTAGON CREDIT INVESTORS, LLC

NEW YORK, NY · Since 2011

$35.1B AUM43 clientsFee: 0%

FiduciaryFee-Only

DW PARTNERS, LP

NEW YORK, NY · Since 2010

$2.3B AUM15 clientsFee: 0%

FiduciaryFee-Only

HOUND PARTNERS

NEW YORK, NY · Since 2011

$5.0B AUM17 clientsFee: 0%

FiduciaryFee-Only

DAVIDSON KEMPNER CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2011

$46.6B AUM175 clientsFee: 0%

FiduciaryFee-Only

ELDRIDGE CREDIT ADVISERS, LLC

NEW YORK, NY · Since 2012

$8.5B AUM110 clientsFee: 0%

FiduciaryFee-Only

CASPIAN CAPITAL, LP

NEW YORK, NY · Since 2011

$7.0B AUM13 clientsFee: 0%

FiduciaryFee-Only

SECOR INVESTMENT MANAGEMENT, LP

NEW YORK, NY · Since 2011

$2.2B AUM21 clientsFee: 0%

FiduciaryFee-Only

SILVERPEAK REAL ESTATE PARTNERS L.P.

NEW YORK, NY · Since 2012

$307M AUM19 clientsFee: 0%

FiduciaryFee-Only

ARBITER PARTNERS

NEW YORK, NY · Since 2011

$1.3B AUM7 clientsFee: 0%

FiduciaryFee-Only

LAKEWOOD CAPITAL MANAGEMENT, LP

NEW YORK, NY · Since 2012

$3.4B AUM7 clientsFee: 0%

FiduciaryFee-Only

MOON CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2012

$911M AUM14 clientsFee: 0%

FiduciaryFee-Only

RELATED FUND MANAGEMENT, LLC

NEW YORK, NY · Since 2012

$14.0B AUM54 clientsFee: 0%

FiduciaryFee-Only

TAILWIND CAPITAL

NEW YORK, NY · Since 2012

$5.4B AUM18 clientsFee: 0%

FiduciaryFee-Only

JACOBS ASSET MANAGEMENT, LLC

NEW YORK, NY · Since 2012

$366M AUM2 clientsFee: 0%

FiduciaryFee-Only

TRUMAN CAPITAL ADVISORS, LP

ARMONK, NY · Since 2012

$462M AUM15 clientsFee: 0%

FiduciaryFee-Only

ROCKWOOD CAPITAL, LLC

NEW YORK, NY · Since 2012

$10.6B AUM65 clientsFee: 0%

FiduciaryFee-Only

COURT SQUARE CAPITAL

NEW YORK, NY · Since 2012

$10.1B AUM40 clientsFee: 0%

FiduciaryFee-Only

KING STREET CAPITAL MANAGEMENT, L.P.

NEW YORK, NY · Since 2012

$34.6B AUM99 clientsFee: 0%

FiduciaryFee-Only

GTIS PARTNERS

NEW YORK, NY · Since 2011

$2.2B AUM82 clientsFee: 0%

FiduciaryFee-Only

RESERVOIR OPERATIONS, L.P.

NEW YORK, NY · Since 2012

$365M AUM3 clientsFee: 0%

FiduciaryFee-Only

FINE CAPITAL PARTNERS, L.P.

NEW YORK, NY · Since 2012

$986M AUM3 clientsFee: 0%

FiduciaryFee-Only

ARSENAL CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2012

$9.7B AUM65 clientsFee: 0%

FiduciaryFee-Only

3G CAPITAL PARTNERS LP

NEW YORK, NY · Since 2012

$16.3B AUM9 clientsFee: 0%

FiduciaryFee-Only

WARBURG PINCUS LLC

NEW YORK, NY · Since 2012

$108.7B AUM292 clientsFee: 0%

FiduciaryFee-Only

DME ADVISORS, LP

NEW YORK, NY · Since 2012

$907M AUM0 clientsFee: 0%

FiduciaryFee-Only

TENEX CAPITAL MANAGEMENT, L.P.

NEW YORK, NY · Since 2012

$4.6B AUM33 clientsFee: 0%

FiduciaryFee-Only

DME CAPITAL MANAGEMENT, LP

NEW YORK, NY · Since 2012

$4.8B AUM11 clientsFee: 0%

FiduciaryFee-Only

GREENLIGHT MASTERS, LLC

NEW YORK, NY · Since 2012

$1.3B AUM2 clientsFee: 0%

FiduciaryFee-Only

VERITAS CAPITAL FUND MANAGEMENT, L.L.C.

NEW YORK, NY · Since 2012

$53.8B AUM71 clientsFee: 0%

FiduciaryFee-Only

LINCOLNSHIRE MANAGEMENT, INC.

NEW YORK, NY · Since 2012

$494M AUM22 clientsFee: 0%

FiduciaryFee-Only

MHR FUND MANAGEMENT LLC

NEW YORK, NY · Since 2012

$5.3B AUM13 clientsFee: 0%

FiduciaryFee-Only

GRAYCLIFF PARTNERS LP

NEW YORK, NY · Since 2011

$2.0B AUM29 clientsFee: 0%

FiduciaryFee-Only

ABACUS CAPITAL GROUP LLC

NEW YORK, NY · Since 2012

$6.9B AUM29 clientsFee: 0%

FiduciaryFee-Only

DG CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2011

$522M AUM11 clientsFee: 0%

FiduciaryFee-Only

TINICUM INCORPORATED

NEW YORK, NY · Since 2012

$4.2B AUM31 clientsFee: 0%

FiduciaryFee-Only

SNOWDEN CAPITAL ADVISORS LLC

NEW YORK, NY · Since 2011

$8.9B AUM105 clientsFee: 0%

FiduciaryFee-Only

HERONETTA MANAGEMENT, L.P.

NEW YORK, NY · Since 2012

$254M AUM3 clientsFee: 0%

FiduciaryFee-Only

DFW CAPITAL PARTNERS

NEW YORK, NY · Since 2012

$2.9B AUM18 clientsFee: 0%

FiduciaryFee-Only

CENTERBRIDGE PARTNERS, L.P.

NEW YORK, NY · Since 2012

$79.9B AUM120 clientsFee: 0%

FiduciaryFee-Only

SOROBAN CAPITAL PARTNERS LP

NEW YORK, NY · Since 2012

$15.7B AUM12 clientsFee: 0%

FiduciaryFee-Only

EAST ROCK CAPITAL, LLC

NEW YORK, NY · Since 2012

$4.8B AUM15 clientsFee: 0%

FiduciaryFee-Only

DUNE REAL ESTATE PARTNERS LP

NEW YORK, NY · Since 2012

$1.6B AUM20 clientsFee: 0%

FiduciaryFee-Only

J. GOLDMAN & CO., L.P.

NEW YORK, NY · Since 2012

$4.9B AUM78 clientsFee: 0%

FiduciaryFee-Only

SOUND POINT CAPITAL MANAGEMENT, LP

NEW YORK, NY · Since 2011

$37.0B AUM85 clientsFee: 0%

FiduciaryFee-Only

KNIGHTHEAD CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2012

$19.0B AUM29 clientsFee: 0%

FiduciaryFee-Only

ALPINE GROVE PARTNERS LLP

NEW YORK, NY · Since 2012

$1.0B AUM11 clientsFee: 0%

FiduciaryFee-Only

CRESTVIEW PARTNERS

NEW YORK, NY · Since 2012

$7.1B AUM23 clientsFee: 0%

FiduciaryFee-Only

KINGDON CAPITAL MANAGEMENT, L.L.C.

NEW YORK, NY · Since 2012

$960M AUM10 clientsFee: 0%

FiduciaryFee-Only

LANDMARK MANAGEMENT, LLC

NEW YORK, NY · Since 2012

$6.3B AUM11 clientsFee: 0%

FiduciaryFee-Only

SCOPUS ASSET MANAGEMENT, L.P.

NEW YORK, NY · Since 2012

$3.8B AUM11 clientsFee: 0%

FiduciaryFee-Only

OLYMPUS CAPITAL HOLDINGS ASIA LLC

MOUNT KISCO, NY · Since 2012

$852M AUM23 clientsFee: 0%

FiduciaryFee-Only

PAINE SCHWARTZ PARTNERS, LLC

NEW YORK, NY · Since 2012

$5.2B AUM30 clientsFee: 0%

FiduciaryFee-Only

STRIPES, LLC

NEW YORK, NY · Since 2012

$8.1B AUM51 clientsFee: 0%

FiduciaryFee-Only

CADENT ENERGY PARTNERS

RYE BROOK, NY · Since 2012

$644M AUM2 clientsFee: 0%

FiduciaryFee-Only

OLD BELLOWS PARTNERS L.P.

NEW YORK, NY · Since 2012

$30M AUM5 clientsFee: 0%

FiduciaryFee-Only

SCOGGIN MANAGEMENT LP

NEW YORK, NY · Since 2012

$464M AUM10 clientsFee: 0%

FiduciaryFee-Only

CAPULA INVESTMENT US LP

NEW YORK, NY · Since 2012

$137.4B AUM51 clientsFee: 0%

FiduciaryFee-Only

LIONSTONE CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2012

$570M AUM4 clientsFee: 0%

FiduciaryFee-Only

SRS INVESTMENT MANAGEMENT, LLC

NEW YORK, NY · Since 2012

$13.9B AUM18 clientsFee: 0%

FiduciaryFee-Only

COOPER CREEK PARTNERS MANAGEMENT LLC

NEW YORK, NY · Since 2012

$3.1B AUM8 clientsFee: 0%

FiduciaryFee-Only

DEERFIELD MANAGEMENT COMPANY

NEW YORK, NY · Since 2012

$19.1B AUM89 clientsFee: 0%

FiduciaryFee-Only

CASTLE HARLAN, INC.

NEW YORK, NY · Since 2012

$678M AUM11 clientsFee: 0%

FiduciaryFee-Only

MADISON INTERNATIONAL REALTY HOLDINGS, LLC

NEW YORK, NY · Since 2012

$6.3B AUM20 clientsFee: 0%

FiduciaryFee-Only

CORVEX MANAGEMENT LP

NEW YORK, NY · Since 2012

$4.6B AUM8 clientsFee: 0%

FiduciaryFee-Only

RXR ASSET MANAGEMENT LLC

UNIONDALE, NY · Since 2012

$2.7B AUM48 clientsFee: 0%

FiduciaryFee-Only

LS POWER EQUITY ADVISORS, LLC

NEW YORK, NY · Since 2012

$12.6B AUM121 clientsFee: 0%

FiduciaryFee-Only

EDGE PRINCIPAL ADVISORS, LLC

NEW YORK, NY · Since 2012

$1.1B AUM11 clientsFee: 0%

FiduciaryFee-Only

HARVEST PARTNERS, LP

NEW YORK, NY · Since 2012

$20.2B AUM65 clientsFee: 0%

FiduciaryFee-Only

VENOR CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2011

$254M AUM2 clientsFee: 0%

FiduciaryFee-Only

NWI MANAGEMENT LP

NEW YORK, NY · Since 2012

$4.0B AUM4 clientsFee: 0%

FiduciaryFee-Only

BENEFIT STREET PARTNERS L.L.C.

NEW YORK, NY · Since 2011

$28.3B AUM110 clientsFee: 0%

FiduciaryFee-Only

SEVEN BRIDGES ADVISORS LLC

NEW YORK, NY · Since 2011

$4.6B AUM10 clientsFee: 0%

FiduciaryFee-Only

ASCENT WEALTH PARTNERS, LLC

NEW HARTFORD, NY · Since 2011

$1.5B AUM15 clientsFee: 0%

FiduciaryFee-Only

CAMBRIDGE ADVISORS, LLC

WILLIAMSVILLE, NY · Since 2018

$47M AUM1 clientsFee: 0%

FiduciaryFee-Only

CP CAPITAL (US) PARTNERS LP

NEW YORK, NY · Since 2011

$427M AUM6 clientsFee: 0%

FiduciaryFee-Only

MADISON REALTY CAPITAL

NEW YORK, NY · Since 2011

$5.6B AUM37 clientsFee: 0%

FiduciaryFee-Only

DEL-SETTE CAPITAL MANAGEMENT, LLC

SCHENECTADY, NY · Since 2014

$193M AUM5 clientsFee: 0%

FiduciaryFee-Only

PALLADIUM EQUITY PARTNERS ADVISOR, LLC

NEW YORK, NY · Since 2012

$3.6B AUM23 clientsFee: 0%

FiduciaryFee-Only

VARADERO CAPITAL, L.P.

NEW YORK, NY · Since 2012

$2.3B AUM11 clientsFee: 0%

FiduciaryFee-Only

BESSEMER VENTURE PARTNERS

LARCHMONT, NY · Since 2022

$20.2B AUM83 clientsFee: 0%

FiduciaryFee-Only

WEISS FINANCIAL GROUP LLC

MAHOPAC, NY · Since 2011

$90M AUM2 clientsFee: 0%

FiduciaryFee-Only

LVW ADVISORS, LLC

PITTSFORD, NY · Since 2011

$2.5B AUM11 clientsFee: 0%

FiduciaryFee-Only

AUDAX PRIVATE DEBT

NEW YORK, NY · Since 2012

$25.7B AUM80 clientsFee: 0%

FiduciaryFee-Only

MONARCH

NEW YORK, NY · Since 2012

$16.7B AUM42 clientsFee: 0%

FiduciaryFee-Only

KING WEALTH MANAGEMENT GROUP, LLC

SARATOGA SPRINGS, NY · Since 2012

$1.1B AUM8 clientsFee: 0%

FiduciaryFee-Only

MOMENTUM ADVISORS

NEW YORK, NY · Since 2012

$415M AUM7 clientsFee: 0%

FiduciaryFee-Only

MERRYFIELD BARNES, LLC

ITHACA, NY · Since 2011

$124M AUM2 clientsFee: 0%

FiduciaryFee-Only

LEVEL EQUITY

NEW YORK, NY · Since 2017

$6.5B AUM46 clientsFee: 0%

FiduciaryFee-Only

THREE BRIDGES CAPITAL, LP

NEW YORK, NY · Since 2012

$175M AUM3 clientsFee: 0%

FiduciaryFee-Only

PRENTICE WEALTH MANAGEMENT LLC

ROCHESTER, NY · Since 2012

$568M AUM4 clientsFee: 0%

FiduciaryFee-Only

TISHMAN SPEYER PROPERTIES, L.P.

NEW YORK, NY · Since 2012

$15.4B AUM160 clientsFee: 0%

FiduciaryFee-Only

SUMMIT STREET CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2012

$757M AUM4 clientsFee: 0%

FiduciaryFee-Only

EQT PARTNERS INC.

NEW YORK, NY · Since 2012

$39.2B AUM97 clientsFee: 0%

FiduciaryFee-Only

MOORE CAPITAL MANAGEMENT, LP

NEW YORK, NY · Since 2012

$23.7B AUM166 clientsFee: 0%

FiduciaryFee-Only

12 WEST CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2012

$1.3B AUM7 clientsFee: 0%

FiduciaryFee-Only

PHOENIX REALTY GROUP, LLC

NEW YORK, NY · Since 2012

$208M AUM7 clientsFee: 0%

FiduciaryFee-Only

WINDROSE HEALTH INVESTORS, LLC

NEW YORK, NY · Since 2012

$7.0B AUM17 clientsFee: 0%

FiduciaryFee-Only

TJC LP

NEW YORK, NY · Since 2012

$30.8B AUM88 clientsFee: 0%

FiduciaryFee-Only

GENNX360 MANAGEMENT COMPANY, LLC

NEW YORK, NY · Since 2012

$2.7B AUM17 clientsFee: 0%

FiduciaryFee-Only

SANDTON CAPITAL PARTNERS, LP

NEW YORK, NY · Since 2012

$2.3B AUM16 clientsFee: 0%

FiduciaryFee-Only

LGT CAPITAL PARTNERS (USA) INC.

NEW YORK, NY · Since 2012

$59.8B AUM49 clientsFee: 0%

FiduciaryFee-Only

SENTINEL CAPITAL PARTNERS, L.L.C.

NEW YORK, NY · Since 2012

$9.0B AUM44 clientsFee: 0%

FiduciaryFee-Only

EAGLE'S VIEW CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2012

$860M AUM5 clientsFee: 0%

FiduciaryFee-Only

THE RIVERSIDE COMPANY

NEW YORK, NY · Since 2012

$13.5B AUM108 clientsFee: 0%

FiduciaryFee-Only

HARBINGER CAPITAL PARTNERS LLC

NEW YORK, NY · Since 2012

$134M AUM1 clientsFee: 0%

FiduciaryFee-Only

KURAMO CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2016

$258M AUM19 clientsFee: 0%

FiduciaryFee-Only

ARLON ADVISOR LLC

NEW YORK, NY · Since 2012

$1.0B AUM22 clientsFee: 0%

FiduciaryFee-Only

UOB GLOBAL CAPITAL LLC

NEW YORK, NY · Since 2012

$97M AUM4 clientsFee: 0%

FiduciaryFee-Only

VEDANTA MANAGEMENT, LP

NEW YORK, NY · Since 2012

$346M AUM3 clientsFee: 0%

FiduciaryFee-Only

STILWELL VALUE LLC

NEW YORK, NY · Since 2012

$279M AUM2 clientsFee: 0%

FiduciaryFee-Only

SEAPORT CAPITAL, LLC

NEW YORK, NY · Since 2012

$418M AUM11 clientsFee: 0%

FiduciaryFee-Only

BRIDGER MANAGEMENT LLC

NEW YORK, NY · Since 2012

$485M AUM5 clientsFee: 0%

FiduciaryFee-Only

KOHLBERG & COMPANY

MOUNT KISCO, NY · Since 2012

$17.1B AUM60 clientsFee: 0%

FiduciaryFee-Only

AVISTA HEALTHCARE PARTNERS

NEW YORK, NY · Since 2012

$6.7B AUM19 clientsFee: 0%

FiduciaryFee-Only

CRESTWOOD CAPITAL MANAGEMENT, L.P.

NEW YORK, NY · Since 2012

$263M AUM3 clientsFee: 0%

FiduciaryFee-Only

10TH LANE PARTNERS, LP

NEW YORK, NY · Since 2012

$3.8B AUM27 clientsFee: 0%

FiduciaryFee-Only

PAMPLONA CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2012

$2.8B AUM5 clientsFee: 0%

FiduciaryFee-Only

TZP MANAGEMENT ASSOCIATES, LLC

NEW YORK, NY · Since 2012

$2.5B AUM28 clientsFee: 0%

FiduciaryFee-Only

ONE ROCK CAPITAL

NEW YORK, NY · Since 2012

$9.7B AUM50 clientsFee: 0%

FiduciaryFee-Only

MUDRICK CAPITAL

NEW YORK, NY · Since 2012

$3.3B AUM13 clientsFee: 0%

FiduciaryFee-Only

SIR CAPITAL MANAGEMENT L.P.

NEW YORK, NY · Since 2012

$2.1B AUM10 clientsFee: 0%

FiduciaryFee-Only

PHARMAKON ADVISORS, LP

NEW YORK, NY · Since 2012

$3.0B AUM9 clientsFee: 0%

FiduciaryFee-Only

WELLSPRING CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2012

$208M AUM16 clientsFee: 0%

FiduciaryFee-Only

NEW SILK ROUTE

NEW YORK, NY · Since 2012

$532M AUM3 clientsFee: 0%

FiduciaryFee-Only

AULDBRASS PARTNERS, LP

NEW YORK, NY · Since 2022

$413M AUM7 clientsFee: 0%

FiduciaryFee-Only

TOPSPIN MANAGEMENT COMPANY LBO LLC

MAMARONECK, NY · Since 2012

$686M AUM8 clientsFee: 0%

FiduciaryFee-Only

ABDIEL CAPITAL ADVISORS, LP

NEW YORK, NY · Since 2015

$142M AUM9 clientsFee: 0%

FiduciaryFee-Only

ARCADIA INVESTMENT PARTNERS

NEW YORK, NY · Since 2012

$1.4B AUM4 clientsFee: 0%

FiduciaryFee-Only

SK CAPITAL PARTNERS

NEW YORK, NY · Since 2012

$8.4B AUM47 clientsFee: 0%

FiduciaryFee-Only

SPIRE CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2012

$671M AUM10 clientsFee: 0%

FiduciaryFee-Only

IVY HILL ASSET MANAGEMENT, L.P.

NEW YORK, NY · Since 2012

$13.0B AUM14 clientsFee: 0%

FiduciaryFee-Only

A.R.T. ADVISORS, LLC

NEW YORK, NY · Since 2012

$294M AUM17 clientsFee: 0%

FiduciaryFee-Only

MSD PARTNERS, L.P.

NEW YORK, NY · Since 2012

$21.3B AUM231 clientsFee: 0%

FiduciaryFee-Only

ALLIANZ CAPITAL PARTNERS OF AMERICA LLC

NEW YORK, NY · Since 2012

$6.4B AUM30 clientsFee: 0%

FiduciaryFee-Only

SOUTHPOINT CAPITAL ADVISORS LP

NEW YORK, NY · Since 2012

$6.6B AUM11 clientsFee: 0%

FiduciaryFee-Only

HG VORA CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2012

$5.9B AUM14 clientsFee: 0%

FiduciaryFee-Only

INTERMARKET CORPORATION

NEW YORK, NY · Since 2012

$432M AUM5 clientsFee: 0%

FiduciaryFee-Only

TILDEN PARK CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2012

$6.8B AUM14 clientsFee: 0%

FiduciaryFee-Only

HEP MANAGEMENT CORPORATION

NEW YORK, NY · Since 2013

$427M AUM8 clientsFee: 0%

FiduciaryFee-Only

POST CAPITAL PARTNERS

NEW YORK, NY · Since 2015

$200M AUM7 clientsFee: 0%

FiduciaryFee-Only

LEEDS EQUITY PARTNERS

NEW YORK, NY · Since 2012

$6.7B AUM24 clientsFee: 0%

FiduciaryFee-Only

CARLYLE GLOBAL CREDIT INVESTMENT MANAGEMENT L.L.C.

NEW YORK, NY · Since 2013

$68.4B AUM155 clientsFee: 0%

FiduciaryFee-Only

JEFFERIES FINANCE LLC

NEW YORK, NY · Since 2012

$24.6B AUM51 clientsFee: 0%

FiduciaryFee-Only

LDR CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2012

$397M AUM3 clientsFee: 0%

FiduciaryFee-Only

VINCI PARTNERS USA

NEW YORK, NY · Since 2013

$327M AUM6 clientsFee: 0%

FiduciaryFee-Only

BLUE WOLF CAPITAL PARTNERS LLC

NEW YORK, NY · Since 2014

$4.1B AUM30 clientsFee: 0%

FiduciaryFee-Only

MORGAN RIO CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2013

$339M AUM2 clientsFee: 0%

FiduciaryFee-Only

GREYCROFT LP

NEW YORK, NY · Since 2022

$4.5B AUM17 clientsFee: 0%

FiduciaryFee-Only

ICG INVESTMENTS INC

NEW YORK, NY · Since 2014

$49.7B AUM54 clientsFee: 0%

FiduciaryFee-Only

THRIVE CAPITAL

NEW YORK, NY · Since 2021

$50.5B AUM33 clientsFee: 0%

FiduciaryFee-Only

STELAC CAPITAL PARTNERS LLC

NEW YORK, NY · Since 2022

$1.0B AUM2 clientsFee: 0%

FiduciaryFee-Only

SPRUCE HOUSE INVESTMENT MANAGEMENT LLC

NEW YORK, NY · Since 2014

$5.2B AUM4 clientsFee: 0%

FiduciaryFee-Only

ATLANTIC CREEK INVESTMENT MANAGEMENT, LLC

NEW YORK, NY · Since 2014

$612M AUM14 clientsFee: 0%

FiduciaryFee-Only

HEADLANDS CAPITAL

NEW YORK, NY · Since 2014

$949M AUM11 clientsFee: 0%

FiduciaryFee-Only

ALLIANCE CONSUMER GROWTH, LLC

NEW YORK, NY · Since 2015

$858M AUM7 clientsFee: 0%

FiduciaryFee-Only

BOOTHBAY FUND MANAGEMENT

NEW YORK, NY · Since 2014

$18.0B AUM18 clientsFee: 0%

FiduciaryFee-Only

LONG RIDGE EQUITY PARTNERS

NEW YORK, NY · Since 2019

$2.1B AUM20 clientsFee: 0%

FiduciaryFee-Only

PDT PARTNERS, LLC

NEW YORK, NY · Since 2012

$19.2B AUM96 clientsFee: 0%

FiduciaryFee-Only

TR CAPITAL MANAGEMENT, LLC

ROCKVILLE CENTRE, NY · Since 2012

$166M AUM2 clientsFee: 0%

FiduciaryFee-Only

TEKNE CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2012

$1.4B AUM9 clientsFee: 0%

FiduciaryFee-Only

STAR MOUNTAIN FUND MANAGEMENT, LLC

NEW YORK, NY · Since 2014

$4.2B AUM22 clientsFee: 0%

PPC ENTERPRISES LLC

NEW YORK, NY · Since 2014

$2.3B AUM27 clientsFee: 0%

FiduciaryFee-Only

COLTRANE ASSET MANAGEMENT, L.P.

NEW YORK, NY · Since 2014

$304M AUM5 clientsFee: 0%

FiduciaryFee-Only

INVESTCORP CREDIT MANAGEMENT US LLC

NEW YORK, NY · Since 2012

$11.5B AUM15 clientsFee: 0%

FiduciaryFee-Only

ARCADIA WEALTH MANAGEMENT

SMITHTOWN, NY · Since 2012

$384M AUM3 clientsFee: 0%

FiduciaryFee-Only

LODGE HILL CAPITAL, LLC

NEW YORK, NY · Since 2012

$768M AUM3 clientsFee: 0%

FiduciaryFee-Only

CANDACE SHIRA ASSOCIATES, LLC

PITTSFORD, NY · Since 2013

$443M AUM3 clientsFee: 0%

FiduciaryFee-Only

ELECTRON CAPITAL PARTNERS, LLC

NEW YORK, NY · Since 2014

$4.2B AUM8 clientsFee: 0%

FiduciaryFee-Only

FAROL INVESTMENT ADVISERS LP

NEW YORK, NY · Since 2013

$544M AUM5 clientsFee: 0%

FiduciaryFee-Only

THE PORTFOLIO STRATEGY GROUP, LLC

WHITE PLAINS, NY · Since 2013

$2.6B AUM9 clientsFee: 0%

FiduciaryFee-Only

DAVIDOV FINANCIAL COACHING, LLC

NEW HYDE PARK, NY · Since 2020

$144M AUM2 clientsFee: 0%

FiduciaryFee-Only

RAITH CAPITAL PARTNERS

NEW YORK, NY · Since 2013

$2.8B AUM18 clientsFee: 0%

FiduciaryFee-Only

NORTHLANDING FINANCIAL PARTNERS, LLC

ROCHESTER, NY · Since 2013

$152M AUM2 clientsFee: 0%

FiduciaryFee-Only

FIRST LONG ISLAND INVESTORS, LLC

JERICHO, NY · Since 1984

$1.9B AUM8 clientsFee: 0%

FiduciaryFee-Only

ATIKA CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2015

$887M AUM5 clientsFee: 0%

FiduciaryFee-Only

VANTERRA CAPITAL LLC

NEW YORK, NY · Since 2013

$471M AUM4 clientsFee: 0%

FiduciaryFee-Only

BRIGHTWOOD CAPITAL ADVISORS, LLC

NEW YORK, NY · Since 2013

$6.2B AUM35 clientsFee: 0%

FiduciaryFee-Only

GENESEE CAPITAL ADVISORS, LLC

AUBURN, NY · Since 2013

$420M AUM2 clientsFee: 0%

FiduciaryFee-Only

MACK REAL ESTATE CREDIT STRATEGIES, L.P.

NEW YORK, NY · Since 2013

$1.0B AUM30 clientsFee: 0%

FiduciaryFee-Only

CHANGE GLOBAL INVESTMENT, LLC

NEW YORK, NY · Since 2017

$226M AUM6 clientsFee: 0%

FiduciaryFee-Only

NINETY ONE NORTH AMERICA, INC.

NEW YORK, NY · Since 2014

$38.7B AUM37 clientsFee: 0%

FiduciaryFee-Only

MALABAR INVESTMENTS, LLC

NEW YORK, NY · Since 2016

$900M AUM7 clientsFee: 0%

FiduciaryFee-Only

GRANGER MANAGEMENT LLC

NEW YORK, NY · Since 2014

$4.9B AUM10 clientsFee: 0%

FiduciaryFee-Only

AXIUM INFRASTRUCTURE US INC.

NEW YORK, NY · Since 2016

$5.8B AUM17 clientsFee: 0%

FiduciaryFee-Only

FUSION FAMILY WEALTH, LLC

WOODBURY, NY · Since 2013

$1.4B AUM5 clientsFee: 0%

FiduciaryFee-Only

ENGINE CAPITAL MANAGEMENT, LP

NEW YORK, NY · Since 2016

$1.7B AUM4 clientsFee: 0%

FiduciaryFee-Only

SELECT EQUITY GROUP, L.P.

NEW YORK, NY · Since 2013

$36.4B AUM83 clientsFee: 0%

FiduciaryFee-Only

IADVISE PARTNERS

NEW YORK, NY · Since 2013

$224M AUM1 clientsFee: 0%

FiduciaryFee-Only

RITHOLTZ WEALTH MANAGEMENT

NEW YORK, NY · Since 2013

$7.7B AUM48 clientsFee: 0%

FiduciaryFee-Only

DOWNTOWN INVESTMENT ADVISORY

WHITE PLAINS, NY · Since 2017

$125M AUM1 clientsFee: 0%

FiduciaryFee-Only

CM INVESTMENT PARTNERS, LLC

NEW YORK, NY · Since 2013

$444M AUM10 clientsFee: 0%

FiduciaryFee-Only

CKC CAPITAL LLC

NEW YORK, NY · Since 2017

$844M AUM7 clientsFee: 0%

FiduciaryFee-Only

ARMISTICE CAPITAL LLC

NEW YORK, NY · Since 2015

$4.7B AUM19 clientsFee: 0%

FiduciaryFee-Only

ATERIAN INVESTMENT MANAGEMENT, LP

NEW YORK, NY · Since 2014

$1.7B AUM17 clientsFee: 0%

FiduciaryFee-Only

NYL INVESTORS LLC

NEW YORK, NY · Since 2013

$329.2B AUM189 clientsFee: 0%

FiduciaryFee-Only

TRANSATLANTIQUE PRIVATE WEALTH LLC

NEW YORK, NY · Since 2016

$879M AUM10 clientsFee: 0%

FiduciaryFee-Only

TOTEM POINT MANAGEMENT, LLC

NEW YORK, NY · Since 2019

$144M AUM2 clientsFee: 0%

FiduciaryFee-Only

LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC

NEW YORK, NY · Since 2014

$84M AUM2 clientsFee: 0%

FiduciaryFee-Only

ONE OAK CAPITAL MANAGEMENT, LLC

PURCHASE, NY · Since 2019

$419M AUM11 clientsFee: 0%

FiduciaryFee-Only

DLD ASSET MANAGEMENT, LP

NEW YORK, NY · Since 2014

$3.0B AUM12 clientsFee: 0%

FiduciaryFee-Only

REVERE WEALTH MANAGEMENT LLC

NEW YORK, NY · Since 2017

$78M AUM7 clientsFee: 0%

THAYER STREET PARTNERS MANAGEMENT, LLC

NEW YORK, NY · Since 2017

$1.0B AUM4 clientsFee: 0%

FiduciaryFee-Only

SAFANAD INC.

NEW YORK, NY · Since 2014

$780M AUM10 clientsFee: 0%

FiduciaryFee-Only

PRETIUM RESIDENTIAL CREDIT MANAGEMENT, LLC

NEW YORK, NY · Since 2014

$28.2B AUM30 clientsFee: 0%

FiduciaryFee-Only

ADVANTAGE CAPITAL MANAGEMENT

NEW YORK, NY · Since 2014

$8.3B AUM26 clientsFee: 0%

FiduciaryFee-Only

ORKILA MANAGEMENT, LLC

NEW YORK, NY · Since 2014

$1.1B AUM7 clientsFee: 0%

FiduciaryFee-Only

ABR DYNAMIC FUNDS, LLC

NEW YORK, NY · Since 2014

$382M AUM3 clientsFee: 0%

FiduciaryFee-Only

ATLAS MERCHANT CAPITAL LLC

NEW YORK, NY · Since 2015

$593M AUM11 clientsFee: 0%

FiduciaryFee-Only

ENGINEERS GATE MANAGER LP

NEW YORK, NY · Since 2014

$23.2B AUM168 clientsFee: 0%

FiduciaryFee-Only

RIVER PARTNERS CAPITAL MANAGEMENT, LP

NEW YORK, NY · Since 2014

$1.3B AUM5 clientsFee: 0%

FiduciaryFee-Only

KORA MANAGEMENT LP

BROOKLYN, NY · Since 2014

$2.0B AUM22 clientsFee: 0%

FiduciaryFee-Only

DUNES POINT CAPITAL, L.P.

RYE, NY · Since 2016

$2.6B AUM31 clientsFee: 0%

FiduciaryFee-Only

DRYDEN CAPITAL, LLC

NEW YORK, NY · Since 2021

$77M AUM1 clientsFee: 0%

FiduciaryFee-Only

PEARL LANE ADVISORS, LLC

NEW YORK, NY · Since 2014

$78M AUM7 clientsFee: 0%

FiduciaryFee-Only

LONG ISLAND WEALTH MANAGEMENT, INC.

MELVILLE, NY · Since 2014

$292M AUM1 clientsFee: 0%

FiduciaryFee-Only

BUTTONWOOD GROUP ADVISORS LLC

UNIONDALE, NY · Since 2026

$240M AUM4 clientsFee: 0%

FiduciaryFee-Only

ATL ADVISOR LP

NEW YORK, NY · Since 2015

$1.6B AUM11 clientsFee: 0%

FiduciaryFee-Only

STELLEX CAPITAL

NEW YORK, NY · Since 2015

$6.9B AUM36 clientsFee: 0%

FiduciaryFee-Only

HUDSON EXECUTIVE CAPITAL LP

NEW YORK, NY · Since 2015

$178M AUM1 clientsFee: 0%

FiduciaryFee-Only

ACORE CAPITAL, LP

NEW YORK, NY · Since 2015

$18.3B AUM70 clientsFee: 0%

FiduciaryFee-Only

CHURCHILL ASSET MANAGEMENT LLC

NEW YORK, NY · Since 2015

$55.7B AUM79 clientsFee: 0%

FiduciaryFee-Only

ELLEVEST

NEW YORK, NY · Since 2015

$1.1B AUM13 clientsFee: 0%

FiduciaryFee-Only

AUSTRALIS PARTNERS (ADVISERS) LLC

NEW YORK, NY · Since 2015

$652M AUM7 clientsFee: 0%

FiduciaryFee-Only

ICAPITAL ADVISORS, LLC

NEW YORK, NY · Since 2015

$149.9B AUM46 clientsFee: 0%

FiduciaryFee-Only

BCK PARTNERS, INC.

CORNING, NY · Since 2016

$213M AUM2 clientsFee: 0%

FiduciaryFee-Only

SUMMIT TRAIL ADVISORS, LLC

NEW YORK, NY · Since 2015

$19.9B AUM31 clientsFee: 0%

FiduciaryFee-Only

NORTH WOODS WEALTH MANAGEMENT

BUFFALO, NY · Since 2019

$150M AUM2 clientsFee: 0%

FiduciaryFee-Only

BLACKSTONE PROPERTY ADVISORS L.P.

NEW YORK, NY · Since 2015

$77.4B AUM391 clientsFee: 0%

FiduciaryFee-Only

LEAD EDGE CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2015

$6.8B AUM40 clientsFee: 0%

FiduciaryFee-Only

MCCOLLUM CHRISTOFERSON GROUP, LLC

AMHERST, NY · Since 2015

$416M AUM3 clientsFee: 0%

FiduciaryFee-Only

MAVERICK REAL ESTATE PARTNERS LLC

NEW YORK, NY · Since 2019

$792M AUM15 clientsFee: 0%

FiduciaryFee-Only

ARENA INVESTORS, LP

NEW YORK, NY · Since 2015

$3.0B AUM34 clientsFee: 0%

FiduciaryFee-Only

PARABELLUM CAPITAL LLC

NEW YORK, NY · Since 2018

$1.9B AUM10 clientsFee: 0%

FiduciaryFee-Only

ITE MANAGEMENT L.P.

NEW YORK, NY · Since 2015

$7.4B AUM32 clientsFee: 0%

FiduciaryFee-Only

CRAYHILL CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2015

$2.4B AUM13 clientsFee: 0%

FiduciaryFee-Only

ACRES

UNIONDALE, NY · Since 2015

$4.4B AUM24 clientsFee: 0%

FiduciaryFee-Only

FLOWER CITY CAPITAL LLC

PITTSFORD, NY · Since 2018

$445M AUM6 clientsFee: 0%

FiduciaryFee-Only

CAVU CONSUMER PARTNERS, LLC

NEW YORK, NY · Since 2020

$1.5B AUM8 clientsFee: 0%

FiduciaryFee-Only

EAGLE BAY FAMILY OFFICE

NEW YORK, NY · Since 2015

$681M AUM4 clientsFee: 0%

FiduciaryFee-Only

TWIN POINT CAPITAL LLC

NEW YORK, NY · Since 2015

$356M AUM10 clientsFee: 0%

FiduciaryFee-Only

VARAGON CAPITAL PARTNERS, L.P.

NEW YORK, NY · Since 2016

$14.0B AUM45 clientsFee: 0%

FiduciaryFee-Only

NEXPHASE CAPITAL, LP

NEW YORK, NY · Since 2015

$2.1B AUM26 clientsFee: 0%

FiduciaryFee-Only

ARGAND PARTNERS, LP

NEW YORK, NY · Since 2015

$827M AUM11 clientsFee: 0%

FiduciaryFee-Only

FIRST AMERICAN ASSET ADVISORY, LLC

GARDEN CITY, NY · Since 2022

$192M AUM6 clientsFee: 0%

EVERSEPT PARTNERS, L.P.

NEW YORK, NY · Since 2017

$2.7B AUM5 clientsFee: 0%

FiduciaryFee-Only

MAN INVESTMENT PARTNERS (US) LP

NEW YORK, NY · Since 2016

$2.9B AUM26 clientsFee: 0%

FiduciaryFee-Only

ENERGY IMPACT PARTNERS LP

NEW YORK, NY · Since 2021

$4.9B AUM57 clientsFee: 0%

FiduciaryFee-Only

J.H. LANE PARTNERS, LP

NEW YORK, NY · Since 2016

$276M AUM5 clientsFee: 0%

FiduciaryFee-Only

COLBECK CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2016

$1.7B AUM12 clientsFee: 0%

FiduciaryFee-Only

SECOND ALPHA PARTNERS

NEW YORK, NY · Since 2021

$438M AUM5 clientsFee: 0%

FiduciaryFee-Only

COURIER CAPITAL, LLC

BUFFALO, NY · Since 2016

$3.6B AUM12 clientsFee: 0%

FiduciaryFee-Only

OIC

NEW YORK, NY · Since 2016

$4.5B AUM33 clientsFee: 0%

FiduciaryFee-Only

BASIS MANAGEMENT GROUP LLC

NEW YORK, NY · Since 2017

$2.1B AUM44 clientsFee: 0%

FiduciaryFee-Only

DOUGLAS C. LANE & ASSOCIATES

NEW YORK, NY · Since 2016

$8.4B AUM17 clientsFee: 0%

FiduciaryFee-Only

BLUE OWL CREDIT ADVISORS LLC

NEW YORK, NY · Since 2016

$64.9B AUM250 clientsFee: 0%

FiduciaryFee-Only

STERLING INVESTMENT COUNSEL, LLC

BUFFALO, NY · Since 2016

$1.0B AUM8 clientsFee: 0%

FiduciaryFee-Only

CAPITAL INSIGHTS GROUP OF WNY, LLC.

BUFFALO, NY · Since 2023

$59M AUM3 clientsFee: 0%

FiduciaryFee-Only

REDDING RIDGE ASSET MANAGEMENT LLC

NEW YORK, NY · Since 2016

$33.3B AUM51 clientsFee: 0%

FiduciaryFee-Only

ORIBEL CAPITAL MANAGEMENT, LP

NEW YORK, NY · Since 2017

$1.4B AUM6 clientsFee: 0%

FiduciaryFee-Only

ATW PARTNERS LLC

NEW YORK, NY · Since 2020

$1.2B AUM8 clientsFee: 0%

FiduciaryFee-Only

TENARON CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2016

$56.4B AUM16 clientsFee: 0%

FiduciaryFee-Only

LEBENTHAL GLOBAL ADVISORS, LLC

HAUPPAUGE, NY · Since 2017

$972M AUM27 clientsFee: 0%

FiduciaryFee-Only

EDENBROOK CAPITAL, LLC

MOUNT KISCO, NY · Since 2020

$278M AUM3 clientsFee: 0%

FiduciaryFee-Only

OLD FARM PARTNERS LP

NEW YORK, NY · Since 2017

$744M AUM2 clientsFee: 0%

FiduciaryFee-Only

MA ASSET MANAGEMENT, LLC

IRVINGTON, NY · Since 2016

$258M AUM3 clientsFee: 0%

FiduciaryFee-Only

ADALTA CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2016

$306M AUM3 clientsFee: 0%

FiduciaryFee-Only

PALM DRIVE CAPITAL LLC

NEW YORK, NY · Since 2019

$376M AUM6 clientsFee: 0%

FiduciaryFee-Only

ROOTED PLANNING GROUP

CORNING, NY · Since 2018

$157M AUM3 clientsFee: 0%

FiduciaryFee-Only

BROAD BAY CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2016

$1.9B AUM7 clientsFee: 0%

FiduciaryFee-Only

SYCAMORE PARTNERS

NEW YORK, NY · Since 2016

$14.3B AUM35 clientsFee: 0%

FiduciaryFee-Only

MUTIMA CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2016

$337M AUM3 clientsFee: 0%

FiduciaryFee-Only

ANTARCTICA INVESTMENT ADVISORS, LLC

NEW YORK, NY · Since 2018

$5.6B AUM24 clientsFee: 0%

FiduciaryFee-Only

CASTLE HOOK PARTNERS LP

NEW YORK, NY · Since 2016

$11.0B AUM18 clientsFee: 0%

FiduciaryFee-Only

BREGAL INVESTMENTS, INC.

NEW YORK, NY · Since 2016

$27.5B AUM62 clientsFee: 0%

FiduciaryFee-Only

ARROWHEAD INVESTMENT MANAGEMENT LLC

WHITE PLAINS, NY · Since 2017

$78M AUM4 clientsFee: 0%

FiduciaryFee-Only

RUBRIC CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2016

$9.6B AUM9 clientsFee: 0%

FiduciaryFee-Only

JLL PARTNERS FCH, INC.

NEW YORK, NY · Since 2016

$132M AUM2 clientsFee: 0%

FiduciaryFee-Only

JLL PARTNERS, LLC

NEW YORK, NY · Since 2016

$7.4B AUM36 clientsFee: 0%

FiduciaryFee-Only

SICART ASSOCIATES, LLC

NEW YORK, NY · Since 2016

$455M AUM1 clientsFee: 0%

FiduciaryFee-Only

COVISION ADVISORS LLC

NEW YORK, NY · Since 2017

$708M AUM7 clientsFee: 0%

FiduciaryFee-Only

MOTIVE CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2019

$5.4B AUM29 clientsFee: 0%

FiduciaryFee-Only

OFF ROAD CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2021

$436M AUM4 clientsFee: 0%

FiduciaryFee-Only

COALESCENCE PARTNERS INVESTMENT MANAGEMENT LP

NEW YORK, NY · Since 2020

$428M AUM6 clientsFee: 0%

FiduciaryFee-Only

VESEY STREET CAPITAL PARTNERS

NEW YORK, NY · Since 2017

$942M AUM12 clientsFee: 0%

FiduciaryFee-Only

RUANE CUNNIFF L.P.

NEW YORK, NY · Since 2017

$10.5B AUM12 clientsFee: 0%

FiduciaryFee-Only

MAYTECH GLOBAL INVESTMENTS

NEW YORK, NY · Since 2017

$895M AUM4 clientsFee: 0%

FiduciaryFee-Only

MADRYN ASSET MANAGEMENT, LP

NEW YORK, NY · Since 2017

$915M AUM7 clientsFee: 0%

FiduciaryFee-Only

ALPHA PARTNERS MANAGEMENT, LLC

NEW YORK, NY · Since 2026

$538M AUM10 clientsFee: 0%

FiduciaryFee-Only

FIVE ARROWS MANAGERS (USA) LLC

NEW YORK, NY · Since 2018

$994M AUM42 clientsFee: 0%

FiduciaryFee-Only

REDWOOD GROVE CAPITAL, LLC

NEW YORK, NY · Since 2021

$364M AUM4 clientsFee: 0%

FiduciaryFee-Only

CENTIVA CAPITAL, LP

NEW YORK, NY · Since 2017

$20.6B AUM156 clientsFee: 0%

FiduciaryFee-Only

MADISON RIVER CAPITAL LLC

NEW YORK, NY · Since 2023

$1.3B AUM8 clientsFee: 0%

FiduciaryFee-Only

FOUR CORNERS FINANCIAL

MELVILLE, NY · Since 2020

$105M AUM1 clientsFee: 0%

FiduciaryFee-Only

THINKING BIG FINANCIAL

BROOKLYN, NY · Since 2022

$93M AUM2 clientsFee: 0%

FiduciaryFee-Only

HOF CAPITAL

NEW YORK, NY · Since 2021

$7.3B AUM15 clientsFee: 0%

FiduciaryFee-Only

AVESTAR CAPITAL, LLC

NEW YORK, NY · Since 2017

$2.1B AUM6 clientsFee: 0%

FiduciaryFee-Only

RADCLIFF MANAGEMENT LLC

NEW YORK, NY · Since 2017

$2.9B AUM5 clientsFee: 0%

FiduciaryFee-Only

QUARTUS INVESTMENT ADVISORS LLC

NEW YORK, NY · Since 2017

$155M AUM1 clientsFee: 0%

FiduciaryFee-Only

TURNING ROCK PARTNERS, L.P.

NEW YORK, NY · Since 2017

$1.4B AUM12 clientsFee: 0%

FiduciaryFee-Only

MERIDA CAPITAL HOLDINGS LLC

RYE, NY · Since 2021

$157M AUM6 clientsFee: 0%

FiduciaryFee-Only

WILLOW TREE CREDIT PARTNERS LP

NEW YORK, NY · Since 2017

$2.8B AUM13 clientsFee: 0%

FiduciaryFee-Only

NASSAU GLOBAL CREDIT LLC

NEW YORK, NY · Since 2017

$6.4B AUM16 clientsFee: 0%

FiduciaryFee-Only

HOLOCENE ADVISORS, LP

NEW YORK, NY · Since 2017

$50.4B AUM51 clientsFee: 0%

FiduciaryFee-Only

FINTECH COLLECTIVE MANAGEMENT LLC

NEW YORK, NY · Since 2021

$801M AUM12 clientsFee: 0%

FiduciaryFee-Only

DEEPCURRENTS INVESTMENT GROUP LLC

NEW YORK, NY · Since 2017

$4.6B AUM6 clientsFee: 0%

FiduciaryFee-Only

SPRUCE POINT CAPITAL MANAGEMENT, LLC

RIVERHEAD, NY · Since 2019

$262M AUM2 clientsFee: 0%

FiduciaryFee-Only

COMPASS ADVISORS

MELVILLE, NY · Since 2017

$767M AUM5 clientsFee: 0%

FiduciaryFee-Only

ASTORIA PORTFOLIO ADVISORS LLC

NEW YORK, NY · Since 2020

$978M AUM9 clientsFee: 0%

FiduciaryFee-Only

WARANA CAPITAL, LLC

NEW YORK, NY · Since 2017

$673M AUM8 clientsFee: 0%

FiduciaryFee-Only

ONYXPOINT GLOBAL MANAGEMENT LP

NEW YORK, NY · Since 2017

$481M AUM6 clientsFee: 0%

FiduciaryFee-Only

WHITEFORT CAPITAL MANAGEMENT, LP

NEW YORK, NY · Since 2019

$1.1B AUM6 clientsFee: 0%

FiduciaryFee-Only

MAYTUS CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2019

$598M AUM3 clientsFee: 0%

FiduciaryFee-Only

SOUNDCORE CAPITAL PARTNERS, LLC

NEW YORK, NY · Since 2018

$237M AUM3 clientsFee: 0%

FiduciaryFee-Only

METROPOLITAN PARTNERS GROUP MANAGEMENT, LLC

NEW YORK, NY · Since 2018

$1.8B AUM20 clientsFee: 0%

FiduciaryFee-Only

ZENYTH PARTNERS

NEW YORK, NY · Since 2019

$1.5B AUM9 clientsFee: 0%

FiduciaryFee-Only

FURTHER GLOBAL CAPITAL MANAGEMENT, L.P.

NEW YORK, NY · Since 2017

$2.2B AUM12 clientsFee: 0%

FiduciaryFee-Only

MONEYLION

NEW YORK, NY · Since 2017

$12M AUM0 clientsFee: 0%

FiduciaryFee-Only

HIGH PROBABILITY ADVISORS, LLC

PITTSFORD, NY · Since 2017

$1.0B AUM13 clientsFee: 0%

FiduciaryFee-Only

ONCE CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2021

$422M AUM5 clientsFee: 0%

FiduciaryFee-Only

BLACKSTONE INFRASTRUCTURE ADVISORS L.L.C.

NEW YORK, NY · Since 2017

$80.2B AUM55 clientsFee: 0%

FiduciaryFee-Only

OPAL WEALTH ADVISORS, LLC

JERICHO, NY · Since 2018

$1.2B AUM9 clientsFee: 0%

FiduciaryFee-Only

EVERSIDE CAPITAL PARTNERS

NEW YORK, NY · Since 2018

$2.3B AUM12 clientsFee: 0%

FiduciaryFee-Only

LIONTREE PARTNERS LLC

NEW YORK, NY · Since 2022

$125M AUM11 clientsFee: 0%

FiduciaryFee-Only

CICC ALPHA INVESTMENT MANAGEMENT (USA), LLC

NEW YORK, NY · Since 2017

$175M AUM1 clientsFee: 0%

FiduciaryFee-Only

SHADE TREE ADVISORS LLC

SARATOGA SPRINGS, NY · Since 2017

$1.5B AUM21 clientsFee: 0%

FiduciaryFee-Only

PRATO CAPITAL MANAGEMENT

WHITE PLAINS, NY · Since 2017

$225M AUM3 clientsFee: 0%

FiduciaryFee-Only

ARNHOLD LLC

NEW YORK, NY · Since 2017

$6.4B AUM8 clientsFee: 0%

FiduciaryFee-Only

EOS REAL ESTATE INVESTORS LLC

NEW YORK, NY · Since 2020

$1.8B AUM18 clientsFee: 0%

FiduciaryFee-Only

GPS FINANCIAL, LLC

PITTSFORD, NY · Since 2017

$77M AUM1 clientsFee: 0%

FiduciaryFee-Only

LONG ARC CAPITAL LP

NEW YORK, NY · Since 2020

$867M AUM5 clientsFee: 0%

FiduciaryFee-Only

MILL POINT CAPITAL LLC

NEW YORK, NY · Since 2017

$3.5B AUM25 clientsFee: 0%

FiduciaryFee-Only

KENNEDY LEWIS MANAGEMENT LP

NEW YORK, NY · Since 2018

$11.5B AUM42 clientsFee: 0%

FiduciaryFee-Only

EDEN CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2017

$284M AUM7 clientsFee: 0%

FiduciaryFee-Only

REVELAR CAPITAL LLC

NEW YORK, NY · Since 2018

$4.2B AUM16 clientsFee: 0%

FiduciaryFee-Only

TSPI, LP

NEW YORK, NY · Since 2018

$1.9B AUM9 clientsFee: 0%

FiduciaryFee-Only

KANE FINANCIAL

WATERVILLE, NY · Since 2021

$75M AUM2 clientsFee: 0%

FiduciaryFee-Only

TOMS CAPITAL INVESTMENT MANAGEMENT LP

NEW YORK, NY · Since 2018

$2.7B AUM7 clientsFee: 0%

FiduciaryFee-Only

SDC CAPITAL PARTNERS, LLC

NEW YORK, NY · Since 2019

$9.5B AUM21 clientsFee: 0%

FiduciaryFee-Only

TURNBRIDGE RE FUND MANAGEMENT COMPANY I LLC

NEW YORK, NY · Since 2018

$569M AUM14 clientsFee: 0%

FiduciaryFee-Only

RIDGEWOOD INFRASTRUCTURE

NEW YORK, NY · Since 2022

$1.8B AUM15 clientsFee: 0%

FiduciaryFee-Only

SONA ASSET MANAGEMENT (US) LLC

NEW YORK, NY · Since 2018

$33.5B AUM31 clientsFee: 0%

FiduciaryFee-Only

BACKCAST PARTNERS MANAGEMENT LLC

NEW YORK, NY · Since 2019

$864M AUM16 clientsFee: 0%

FiduciaryFee-Only

DOMANI ADVISORS

NEW YORK, NY · Since 2019

$363M AUM2 clientsFee: 0%

FiduciaryFee-Only

BROOKLYN FI, LLC

BROOKLYN, NY · Since 2021

$563M AUM10 clientsFee: 0%

FiduciaryFee-Only

LMR PARTNERS LLC

NEW YORK, NY · Since 2018

$140.1B AUM66 clientsFee: 0%

FiduciaryFee-Only

CLAROS REIT MANAGEMENT LP

NEW YORK, NY · Since 2020

$4.8B AUM30 clientsFee: 0%

FiduciaryFee-Only

WILKINSON GLOBAL ASSET MANAGEMENT LLC

NEW YORK, NY · Since 2018

$1.9B AUM6 clientsFee: 0%

FiduciaryFee-Only

J.F. LEHMAN AND COMPANY LLC

NEW YORK, NY · Since 2018

$9.0B AUM45 clientsFee: 0%

FiduciaryFee-Only

PRELUDE GROWTH PARTNERS

NEW YORK, NY · Since 2025

$1.2B AUM10 clientsFee: 0%

FiduciaryFee-Only

MACQUARIE CAPITAL PARTNERS LLC

NEW YORK, NY · Since 2024

$330M AUM15 clientsFee: 0%

FiduciaryFee-Only

BLUE OWL GPSC ADVISORS LLC

NEW YORK, NY · Since 2021

$94.7B AUM40 clientsFee: 0%

FiduciaryFee-Only

REGAL HEALTHCARE CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2020

$1.5B AUM20 clientsFee: 0%

FiduciaryFee-Only

EXODUSPOINT CAPITAL MANAGEMENT, LP

NEW YORK, NY · Since 2018

$159.4B AUM313 clientsFee: 0%

FiduciaryFee-Only

ROCKEFELLER CAPITAL MANAGEMENT

NEW YORK, NY · Since 2018

$36.8B AUM372 clientsFee: 0%

FiduciaryFee-Only

PARAFI CAPITAL LP

NEW YORK, NY · Since 2021

$1.8B AUM7 clientsFee: 0%

FiduciaryFee-Only

STEPHEN J. GARRY & ASSOCIATES, LLC

GARDEN CITY, NY · Since 2018

$143M AUM3 clientsFee: 0%

FiduciaryFee-Only

TWO SIGMA VENTURES, LP

NEW YORK, NY · Since 2018

$2.2B AUM14 clientsFee: 0%

FiduciaryFee-Only

NEBARI PARTNERS, LLC

NEW YORK, NY · Since 2021

$510M AUM11 clientsFee: 0%

FiduciaryFee-Only

PINE RIDGE ADVISERS LLC

NEW YORK, NY · Since 2018

$14.4B AUM4 clientsFee: 0%

FiduciaryFee-Only

ARTIST CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2018

$418M AUM4 clientsFee: 0%

FiduciaryFee-Only

COMPASS ROSE ASSET MANAGEMENT

NEW YORK, NY · Since 2018

$16.5B AUM16 clientsFee: 0%

FiduciaryFee-Only

D1 CAPITAL PARTNERS L.P.

NEW YORK, NY · Since 2018

$40.2B AUM37 clientsFee: 0%

FiduciaryFee-Only

AIGEN INVESTMENT MANAGEMENT, LP

NEW YORK CITY, NY · Since 2018

$110M AUM7 clientsFee: 0%

FiduciaryFee-Only

BLUE OWL CREDIT PRIVATE FUND ADVISORS LLC

NEW YORK, NY · Since 2018

$46.1B AUM250 clientsFee: 0%

FiduciaryFee-Only

DECLARATION PARTNERS LP

NEW YORK, NY · Since 2020

$2.0B AUM19 clientsFee: 0%

FiduciaryFee-Only

HIDDEN LAKE ASSET MANAGEMENT LP

NEW YORK, NY · Since 2019

$378M AUM8 clientsFee: 0%

FiduciaryFee-Only

SOVIERO ASSET MANAGEMENT, LP

NEW YORK, NY · Since 2021

$268M AUM5 clientsFee: 0%

FiduciaryFee-Only

YAUPON CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2018

$4.7B AUM14 clientsFee: 0%

FiduciaryFee-Only

TWINBEECH CAPITAL LP

PURCHASE, NY · Since 2019

$2.5B AUM5 clientsFee: 0%

FiduciaryFee-Only

KIRKOSWALD ASSET MANAGEMENT LLC

NEW YORK, NY · Since 2019

$27.2B AUM18 clientsFee: 0%

FiduciaryFee-Only

ANALOG CENTURY MANAGEMENT LP

NEW YORK, NY · Since 2020

$2.5B AUM5 clientsFee: 0%

FiduciaryFee-Only

ANTIN INFRASTRUCTURE PARTNERS US SERVICES LLC

NEW YORK, NY · Since 2018

$10.7B AUM24 clientsFee: 0%

FiduciaryFee-Only

SETTANNI FINANCIAL LLC

ARMONK, NY · Since 2018

$397M AUM4 clientsFee: 0%

FiduciaryFee-Only

SPF INVESTMENT MANAGEMENT, L.P.

NEW YORK, NY · Since 2018

$4.1B AUM12 clientsFee: 0%

FiduciaryFee-Only

SOCHA FINANCIAL GROUP, LLC

CORNING, NY · Since 2019

$430M AUM3 clientsFee: 0%

FiduciaryFee-Only

SANDGLASS CAPITAL ADVISORS LLC

NEW YORK, NY · Since 2020

$874M AUM16 clientsFee: 0%

FiduciaryFee-Only

IMPACTIVE CAPITAL LP

NEW YORK, NY · Since 2018

$1.8B AUM6 clientsFee: 0%

FiduciaryFee-Only

ANNALY CREDIT OPPORTUNITIES MANAGEMENT LLC

NEW YORK, NY · Since 2018

$3.7B AUM23 clientsFee: 0%

FiduciaryFee-Only

PROSPECT RIDGE

NEW YORK, NY · Since 2019

$5.8B AUM44 clientsFee: 0%

FiduciaryFee-Only

LYRIC CAPITAL MANAGEMENT GROUP, L.P.

NEW YORK, NY · Since 2019

$1.1B AUM8 clientsFee: 0%

FiduciaryFee-Only

SCIENS WATER

NEW YORK, NY · Since 2026

$743M AUM9 clientsFee: 0%

FiduciaryFee-Only

SCIENS DIVERSIFIED MANAGERS LLC

NEW YORK, NY · Since 2021

$897M AUM9 clientsFee: 0%

FiduciaryFee-Only

NASSAU ALTERNATIVE INVESTMENTS LLC

NEW YORK, NY · Since 2019

$1.4B AUM6 clientsFee: 0%

FiduciaryFee-Only

GARNETT STATION PARTNERS

NEW YORK, NY · Since 2019

$4.2B AUM28 clientsFee: 0%

FiduciaryFee-Only

GUGGENHEIM CORPORATE FUNDING, LLC

NEW YORK, NY · Since 2019

$11.3B AUM15 clientsFee: 0%

FiduciaryFee-Only

PALISTAR CAPITAL LP

NEW YORK, NY · Since 2019

$3.5B AUM13 clientsFee: 0%

FiduciaryFee-Only

OCEANSOUND PARTNERS, LP

NEW YORK, NY · Since 2020

$6.9B AUM22 clientsFee: 0%

FiduciaryFee-Only

VCC ADVISORS, LLC

NEW YORK, NY · Since 2019

$957M AUM45 clientsFee: 0%

FiduciaryFee-Only

WEALTHSPRING CAPITAL LLC

WEST HARRISON, NY · Since 2019

$515M AUM4 clientsFee: 0%

FiduciaryFee-Only

BONE FIDE WEALTH

NEW YORK, NY · Since 2019

$127M AUM2 clientsFee: 0%

FiduciaryFee-Only

HILDRED CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2019

$3.9B AUM21 clientsFee: 0%

FiduciaryFee-Only

WILLIAMS JONES WEALTH MANAGEMENT, LLC

NEW YORK, NY · Since 2019

$12.5B AUM24 clientsFee: 0%

FiduciaryFee-Only

FEENIX VENTURE PARTNERS, LLC

NEW YORK, NY · Since 2025

$175M AUM5 clientsFee: 0%

FiduciaryFee-Only

KLINGENSTEIN FIELDS ADVISORS

NEW YORK, NY · Since 2019

$0 AUM0 clientsFee: 0%

FiduciaryFee-Only

OAK CREST ADVISORY, LLC

ROCHESTER, NY · Since 2022

$90M AUM3 clientsFee: 0%

FiduciaryFee-Only

BLEICHROEDER LP

NEW YORK, NY · Since 2019

$2.4B AUM6 clientsFee: 0%

FiduciaryFee-Only

EQUINUM, LLC

BROOKLYN, NY · Since 2019

$566M AUM5 clientsFee: 0%

FiduciaryFee-Only

EAGLEBROOK ADVISORS

NEW YORK, NY · Since 2021

$342M AUM5 clientsFee: 0%

FiduciaryFee-Only

ACE & COMPANY NEW YORK, INC.

NEW YORK, NY · Since 2019

$66M AUM4 clientsFee: 0%

FiduciaryFee-Only

PRETIUM SINGLE-FAMILY RENTAL MANAGER III, LLC

NEW YORK, NY · Since 2021

$25.7B AUM45 clientsFee: 0%

FiduciaryFee-Only

RAND CAPITAL MANAGEMENT

BUFFALO, NY · Since 2019

$137M AUM6 clientsFee: 0%

FiduciaryFee-Only

ALIGNED CLIMATE CAPITAL LLC

NEW YORK, NY · Since 2020

$1.8B AUM17 clientsFee: 0%

FiduciaryFee-Only

CINCTIVE CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2019

$3.1B AUM42 clientsFee: 0%

FiduciaryFee-Only

LISC FUND MANAGEMENT, LLC

NEW YORK, NY · Since 2020

$615M AUM14 clientsFee: 0%

FiduciaryFee-Only

BANNER RIDGE PARTNERS

NEW YORK, NY · Since 2019

$15.3B AUM19 clientsFee: 0%

FiduciaryFee-Only

HORIZON FINANCIAL

WEST HENRIETTA, NY · Since 2019

$510M AUM9 clientsFee: 0%

FiduciaryFee-Only

GREENSLEDGE ADVISORS LLC

NEW YORK, NY · Since 2019

$2.3B AUM0 clientsFee: 0%

FiduciaryFee-Only

EUDAIMONIA WEALTH

BUFFALO, NY · Since 2025

$36M AUM1 clientsFee: 0%

FiduciaryFee-Only

OSPRAIE MANAGEMENT, LLC

RYE, NY · Since 2020

$1.3B AUM10 clientsFee: 0%

FiduciaryFee-Only

TRISPAN (USA) LLC

NEW YORK, NY · Since 2020

$1.1B AUM10 clientsFee: 0%

FiduciaryFee-Only

HEIN PARK CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2019

$1.9B AUM6 clientsFee: 0%

FiduciaryFee-Only

PLATFORM TECHNOLOGY PARTNERS

LOCUST VALLEY, NY · Since 2019

$1.2B AUM9 clientsFee: 0%

FiduciaryFee-Only

WEMBLEY STRATEGIC ADVISORY LLC

NEW YORK, NY · Since 2019

$695M AUM2 clientsFee: 0%

FiduciaryFee-Only

BLACKSTONE GROWTH ADVISORS L.L.C.

NEW YORK, NY · Since 2019

$10.5B AUM46 clientsFee: 0%

FiduciaryFee-Only

KEYFRAME CAPITAL PARTNERS, L.P.

NEW YORK, NY · Since 2019

$977M AUM8 clientsFee: 0%

FiduciaryFee-Only

PELKONEN AND ASSOCIATES LLC

MELVILLE, NY · Since 2020

$293M AUM3 clientsFee: 0%

FiduciaryFee-Only

MAGNIFINA, LLC

BEDFORD HILLS, NY · Since 2020

$54M AUM1 clientsFee: 0%

FiduciaryFee-Only

ONYX BRIDGE WEALTH GROUP LLC

TARRYTOWN, NY · Since 2020

$1.4B AUM19 clientsFee: 0%

FiduciaryFee-Only

FOOTPATH VENTURES LP

NEW YORK, NY · Since 2022

$239M AUM2 clientsFee: 0%

FiduciaryFee-Only

VARIANT

NEW YORK, NY · Since 2022

$729M AUM5 clientsFee: 0%

FiduciaryFee-Only

PALUMBO WEALTH MANAGEMENT LLC

GREAT NECK, NY · Since 2020

$543M AUM5 clientsFee: 0%

FiduciaryFee-Only

VOLT INVESTMENT HOLDINGS LLC

BROOKLYN, NY · Since 2022

$384M AUM4 clientsFee: 0%

FiduciaryFee-Only

SECFI ADVISORY LIMITED

NEW YORK, NY · Since 2022

$226M AUM9 clientsFee: 0%

FiduciaryFee-Only

NOTTINGHAM WEALTH PARTNERS, INC.

SYRACUSE, NY · Since 2021

$80M AUM3 clientsFee: 0%

FiduciaryFee-Only

HALLE CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2023

$862M AUM8 clientsFee: 0%

FiduciaryFee-Only

CANDELO CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2024

$178M AUM5 clientsFee: 0%

FiduciaryFee-Only

ISOMETRY CAPITAL, LLC

NEW YORK, NY · Since 2020

$1.0B AUM11 clientsFee: 0%

FiduciaryFee-Only

YEARWOOD YOUNG ADVISORS

BROOKLYN, NY · Since 2023

$87M AUM1 clientsFee: 0%

FiduciaryFee-Only

CATALUR CAPITAL MANAGEMENT, LP

NEW YORK, NY · Since 2020

$612M AUM5 clientsFee: 0%

FiduciaryFee-Only

HUNT CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2020

$102M AUM21 clientsFee: 0%

FiduciaryFee-Only

XN LP

NEW YORK, NY · Since 2020

$7.4B AUM18 clientsFee: 0%

FiduciaryFee-Only

QUENT CAPITAL, LLC

NEW YORK, NY · Since 2020

$2.1B AUM9 clientsFee: 0%

FiduciaryFee-Only

GREYLION PARTNERS LP

NEW YORK, NY · Since 2020

$2.1B AUM14 clientsFee: 0%

FiduciaryFee-Only

RADIAL EQUITY PARTNERS LP

NEW YORK, NY · Since 2020

$669M AUM15 clientsFee: 0%

FiduciaryFee-Only

FOCUSGROWTH ASSET MANAGEMENT, LP

NEW YORK, NY · Since 2022

$405M AUM5 clientsFee: 0%

FiduciaryFee-Only

LEFT LANE CAPITAL

BROOKLYN, NY · Since 2023

$3.8B AUM19 clientsFee: 0%

FiduciaryFee-Only

CAMBER PARTNERS MANAGEMENT LLC

NEW YORK, NY · Since 2025

$379M AUM7 clientsFee: 0%

FiduciaryFee-Only

MWP ADVISORY, LLC

NEW YORK, NY · Since 2020

$1.6B AUM7 clientsFee: 0%

FiduciaryFee-Only

FUTURE POSITIVE

NEW YORK, NY · Since 2025

$278M AUM3 clientsFee: 0%

FiduciaryFee-Only

OXLER PRIVATE WEALTH

RYE BROOK, NY · Since 2020

$578M AUM3 clientsFee: 0%

FiduciaryFee-Only

RISE ADVISORS, LLC

ROCHESTER, NY · Since 2020

$441M AUM7 clientsFee: 0%

FiduciaryFee-Only

HIDDENITE CAPITAL PARTNERS LP

NEW YORK, NY · Since 2020

$666M AUM3 clientsFee: 0%

FiduciaryFee-Only

FULL IN PARTNERS

NEW YORK, NY · Since 2021

$284M AUM6 clientsFee: 0%

FiduciaryFee-Only

CORDOBA ADVISORY PARTNERS LLC

NEW YORK, NY · Since 2021

$2.8B AUM7 clientsFee: 0%

FiduciaryFee-Only

CATALIO CAPITAL MANAGEMENT, LP

NEW YORK, NY · Since 2021

$2.2B AUM13 clientsFee: 0%

FiduciaryFee-Only

SEASONS OF ADVICE WEALTH MANAGEMENT

NEW YORK, NY · Since 2020

$1.2B AUM12 clientsFee: 0%

FiduciaryFee-Only

ASCEND PARTNERS

NEW YORK, NY · Since 2021

$2.2B AUM13 clientsFee: 0%

FiduciaryFee-Only

GREENPOINT PARTNERS

NEW YORK, NY · Since 2023

$1.3B AUM9 clientsFee: 0%

FiduciaryFee-Only

FORSYTH STREET ASSET MANAGEMENT LLC

NEW YORK, NY · Since 2020

$229M AUM3 clientsFee: 0%

FiduciaryFee-Only

RETIREMENT PLANNING GROUP, LLC

MALTA, NY · Since 2020

$375M AUM4 clientsFee: 0%

FiduciaryFee-Only

RONIN EQUITY PARTNERS LLC

NEW YORK, NY · Since 2022

$131M AUM5 clientsFee: 0%

FiduciaryFee-Only

PROSPERITY ADVISORY GROUP LLC

VICTOR, NY · Since 2020

$216M AUM3 clientsFee: 0%

FiduciaryFee-Only

AVANCE INVESTMENT MANAGEMENT, LLC

NEW YORK, NY · Since 2020

$2.6B AUM23 clientsFee: 0%

FiduciaryFee-Only

HUNTER POINT CAPITAL LP

NEW YORK, NY · Since 2020

$7.8B AUM55 clientsFee: 0%

FiduciaryFee-Only

ACRE MANAGER, LLC

NEW YORK, NY · Since 2021

$4.7B AUM7 clientsFee: 0%

FiduciaryFee-Only

ASSURED HEALTHCARE PARTNERS LLC

NEW YORK, NY · Since 2023

$1.7B AUM16 clientsFee: 0%

FiduciaryFee-Only

METAVASI CAPITAL LP

LARCHMONT, NY · Since 2021

$421M AUM5 clientsFee: 0%

FiduciaryFee-Only

SOUND POINT COMMERCIAL REAL ESTATE FINANCE LLC

NEW YORK, NY · Since 2021

$2.7B AUM19 clientsFee: 0%

FiduciaryFee-Only

MANE GLOBAL CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2021

$2.9B AUM16 clientsFee: 0%

FiduciaryFee-Only

VOYAGER GLOBAL MANAGEMENT LP

NEW YORK, NY · Since 2021

$4.3B AUM2 clientsFee: 0%

FiduciaryFee-Only

POWER INNOVATION PARTNERS, L.P.

NEW YORK, NY · Since 2024

$289M AUM4 clientsFee: 0%

FiduciaryFee-Only

TARGET ROCK WEALTH MANAGEMENT, LLC

NEW YORK, NY · Since 2024

$94M AUM4 clientsFee: 0%

FiduciaryFee-Only

BANSK GROUP LLC

NEW YORK, NY · Since 2021

$5.5B AUM21 clientsFee: 0%

FiduciaryFee-Only

NORTHCAPE WEALTH MANAGEMENT

WILLIAMSVILLE, NY · Since 2021

$706M AUM3 clientsFee: 0%

FiduciaryFee-Only

PARAMOUNT WEALTH ADVISORS

BUFFALO, NY · Since 2026

$38M AUM2 clientsFee: 0%

FiduciaryFee-Only

TENERE CAPITAL, LLC

NEW YORK, NY · Since 2021

$241M AUM2 clientsFee: 0%

FiduciaryFee-Only

ATLA CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2023

$61M AUM2 clientsFee: 0%

FiduciaryFee-Only

TELSEY CONSUMER FUND MANAGEMENT LP

NEW YORK, NY · Since 2022

$34M AUM1 clientsFee: 0%

FiduciaryFee-Only

DARK FOREST CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2021

$2.4B AUM6 clientsFee: 0%

FiduciaryFee-Only

GRANT AVENUE CAPITAL LLC

NEW YORK, NY · Since 2022

$716M AUM11 clientsFee: 0%

FiduciaryFee-Only

PRINCETON VALUE PARTNERS LLC

NEW YORK, NY · Since 2024

$57M AUM1 clientsFee: 0%

FiduciaryFee-Only

RHO ACCELERATION

NEW YORK, NY · Since 2022

$145M AUM2 clientsFee: 0%

FiduciaryFee-Only

GROWTHCURVE CAPITAL LP

NEW YORK, NY · Since 2021

$3.2B AUM25 clientsFee: 0%

FiduciaryFee-Only

NEXT LEVEL PRIVATE LLC

HARRISON, NY · Since 2021

$1.4B AUM10 clientsFee: 0%

FiduciaryFee-Only

JVP MANAGEMENT

NEW YORK, NY · Since 2021

$5.0B AUM13 clientsFee: 0%

FiduciaryFee-Only

GREENBROOK MANAGEMENT, LLC

NEW YORK, NY · Since 2022

$108M AUM3 clientsFee: 0%

FiduciaryFee-Only

INTEGRUM HOLDINGS LP

NEW YORK, NY · Since 2021

$5.5B AUM16 clientsFee: 0%

FiduciaryFee-Only

MLC ASSET MANAGEMENT US LLC

NEW YORK, NY · Since 2021

$2.8B AUM4 clientsFee: 0%

FiduciaryFee-Only

HURRICANE CAPITAL ADVISORS LLC

NEW YORK, NY · Since 2023

$603M AUM4 clientsFee: 0%

FiduciaryFee-Only

SAGEHALL MANAGEMENT LP

NEW YORK, NY · Since 2022

$1.3B AUM10 clientsFee: 0%

FiduciaryFee-Only

MERCHANTS INVESTMENT PARTNERS, LLC

NEW YORK, NY · Since 2021

$608M AUM10 clientsFee: 0%

FiduciaryFee-Only

LUPA RIA INVESTMENT MANAGEMENT LLC

NEW YORK, NY · Since 2021

$2.2B AUM9 clientsFee: 0%

FiduciaryFee-Only

LIONHEART STRATEGIC MANAGEMENT, LLC

NEW YORK, NY · Since 2021

$509M AUM11 clientsFee: 0%

FiduciaryFee-Only

BELZBERG & CO.

NEW YORK, NY · Since 2021

$2.3B AUM14 clientsFee: 0%

FiduciaryFee-Only

LIONTREE INVESTMENT MANAGEMENT, LLC

NEW YORK, NY · Since 2021

$1.7B AUM12 clientsFee: 0%

FiduciaryFee-Only

KAIN CAPITAL

NEW YORK, NY · Since 2022

$802M AUM8 clientsFee: 0%

FiduciaryFee-Only

BLUE OPAL CAPITAL, LLC

NEW YORK, NY · Since 2025

$499M AUM3 clientsFee: 0%

FiduciaryFee-Only

ARIA GROWTH PARTNERS LP

NEW YORK, NY · Since 2025

$204M AUM5 clientsFee: 0%

FiduciaryFee-Only

CHEMISTRY WEALTH MANAGEMENT LLC

NEW YORK, NY · Since 2021

$1.3B AUM7 clientsFee: 0%

FiduciaryFee-Only

BURKEHILL GLOBAL MANAGEMENT, LP

NEW YORK, NY · Since 2021

$3.5B AUM9 clientsFee: 0%

FiduciaryFee-Only

REPUBLIC CAPITAL

NEW YORK, NY · Since 2022

$431M AUM2 clientsFee: 0%

FiduciaryFee-Only

BONACCORD CAPITAL PARTNERS

NEW YORK, NY · Since 2026

$4.2B AUM14 clientsFee: 0%

FiduciaryFee-Only

HUDSON HILL CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2022

$518M AUM5 clientsFee: 0%

FiduciaryFee-Only

OPTO INVESTMENT MANAGEMENT, LLC

NEW YORK, NY · Since 2022

$565M AUM6 clientsFee: 0%

FiduciaryFee-Only

COVE PRIVATE WEALTH, LLC

OYSTER BAY, NY · Since 2021

$455M AUM2 clientsFee: 0%

FiduciaryFee-Only

CORNER CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2022

$787M AUM8 clientsFee: 0%

FiduciaryFee-Only

CONSELLO CAPITAL

NEW YORK, NY · Since 2023

$299M AUM6 clientsFee: 0%

FiduciaryFee-Only

CITRIN COOPERMAN WEALTH MANAGEMENT, LLC

NEW YORK, NY · Since 2021

$1.7B AUM9 clientsFee: 0%

FiduciaryFee-Only

BLACKSTONE PRIVATE INVESTMENTS ADVISORS L.L.C.

NEW YORK, NY · Since 2022

$17.9B AUM32 clientsFee: 0%

FiduciaryFee-Only

BROAD SKY PARTNERS LLC

NEW YORK, NY · Since 2022

$477M AUM10 clientsFee: 0%

FiduciaryFee-Only

ELTURA CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2024

$156M AUM6 clientsFee: 0%

FiduciaryFee-Only

SAVVY

NEW YORK, NY · Since 2022

$5.0B AUM101 clientsFee: 0%

FiduciaryFee-Only

JRE ADVISORS LLC

NEW YORK, NY · Since 2022

$243M AUM9 clientsFee: 0%

FiduciaryFee-Only

HIVEMIND CAPITAL PARTNERS LLC

NEW YORK, NY · Since 2023

$468M AUM5 clientsFee: 0%

FiduciaryFee-Only

ALIGNMENT GROWTH

NEW YORK, NY · Since 2025

$593M AUM9 clientsFee: 0%

FiduciaryFee-Only

TRIMER CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2022

$901M AUM6 clientsFee: 0%

FiduciaryFee-Only

IRENIC CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2022

$2.4B AUM7 clientsFee: 0%

FiduciaryFee-Only

PATRICOF CO

NEW YORK, NY · Since 2024

$264M AUM5 clientsFee: 0%

FiduciaryFee-Only

MONTHIE WEALTH ADVISORS

LATHAM, NY · Since 2024

$71M AUM2 clientsFee: 0%

FiduciaryFee-Only

BREAKOUT CAPITAL PARTNERS

NEW YORK, NY · Since 2022

$1.2B AUM10 clientsFee: 0%

FiduciaryFee-Only

FARRELL FINANCIAL

ORCHARD PARK, NY · Since 2022

$201M AUM2 clientsFee: 0%

FiduciaryFee-Only

PALLADIUM HERITAGE MANAGEMENT, LLC

NEW YORK, NY · Since 2022

$37M AUM2 clientsFee: 0%

FiduciaryFee-Only

DEXTRA PARTNERS

NEW YORK, NY · Since 2022

$5.2B AUM18 clientsFee: 0%

FiduciaryFee-Only

STEWARD ADVISORS GROUP, LLC

HALFMOON, NY · Since 2022

$105M AUM8 clientsFee: 0%

FiduciaryFee-Only

CENTRAL PINE CAPITAL, LLC

CEDARHURST, NY · Since 2022

$332M AUM3 clientsFee: 0%

FiduciaryFee-Only

ROOM40 CAPITAL LLC

NEW YORK, NY · Since 2025

$262M AUM7 clientsFee: 0%

FiduciaryFee-Only

IDB LIDO WEALTH, LLC

NEW YORK, NY · Since 2022

$478M AUM9 clientsFee: 0%

FiduciaryFee-Only

AEREF MANAGEMENT, LLC

NEW YORK, NY · Since 2023

$194M AUM13 clientsFee: 0%

FiduciaryFee-Only

VELOCITY CAPITAL ADVISORS LLC

NEW YORK, NY · Since 2022

$2.1B AUM12 clientsFee: 0%

FiduciaryFee-Only

CAIUS CAPITAL US LP

NEW YORK, NY · Since 2022

$1.7B AUM2 clientsFee: 0%

FiduciaryFee-Only

26NORTH

NEW YORK, NY · Since 2022

$32.7B AUM83 clientsFee: 0%

FiduciaryFee-Only

CCMP GROWTH, LP

NEW YORK, NY · Since 2022

$819M AUM9 clientsFee: 0%

FiduciaryFee-Only

CIRRUS REAL ESTATE PARTNERS

NEW YORK, NY · Since 2022

$970M AUM10 clientsFee: 0%

FiduciaryFee-Only

BLUESTONE EQUITY PARTNERS

NEW YORK, NY · Since 2022

$440M AUM6 clientsFee: 0%

FiduciaryFee-Only

SPP CREDIT ADVISORS II LLC

NEW YORK, NY · Since 2022

$50M AUM6 clientsFee: 0%

FiduciaryFee-Only

ROCKLINE WEALTH MANAGEMENT LLC

ISLIP TERRACE, NY · Since 2023

$750M AUM4 clientsFee: 0%

FiduciaryFee-Only

TWO SIGMA REAL ESTATE, LP

NEW YORK, NY · Since 2024

$582M AUM13 clientsFee: 0%

FiduciaryFee-Only

PHOENIX MERCHANT PARTNERS, LP

RYE, NY · Since 2023

$2.1B AUM12 clientsFee: 0%

FiduciaryFee-Only

JEFFERIES CREDIT MANAGEMENT LLC

NEW YORK, NY · Since 2023

$3.8B AUM18 clientsFee: 0%

FiduciaryFee-Only

INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.

SOMERS, NY · Since 2023

$367M AUM7 clientsFee: 0%

FiduciaryFee-Only

INNOCAP INVESTMENT ADVISERS, LLC.

NEW YORK, NY · Since 2023

$2.7B AUM4 clientsFee: 0%

FiduciaryFee-Only

SNOWHAWK LP

NEW YORK, NY · Since 2023

$1.0B AUM8 clientsFee: 0%

FiduciaryFee-Only

ONEWELTH INC

NEW YORK, NY · Since 2023

$102M AUM2 clientsFee: 0%

FiduciaryFee-Only

FIRST MANHATTAN CO. LLC

NEW YORK, NY · Since 1977

$38.1B AUM51 clientsFee: 0%

FiduciaryFee-Only

MARIDEA WEALTH MANAGEMENT

BROOKLYN, NY · Since 2024

$959M AUM26 clientsFee: 0%

FiduciaryFee-Only

ELEVATUS WEALTH MANAGEMENT, LLC

VICTOR, NY · Since 2023

$513M AUM4 clientsFee: 0%

FiduciaryFee-Only

BLUE OWL STRATEGIC EQUITY ADVISORS LLC

NEW YORK, NY · Since 2023

$614M AUM250 clientsFee: 0%

FiduciaryFee-Only

ACADIA INFRASTRUCTURE CAPITAL LP

NEW YORK, NY · Since 2024

$289M AUM10 clientsFee: 0%

FiduciaryFee-Only

BRACCO ASSET MANAGEMENT

PURCHASE, NY · Since 2023

$446M AUM5 clientsFee: 0%

FiduciaryFee-Only

50T FUNDS

NEW YORK, NY · Since 2024

$1.7B AUM11 clientsFee: 0%

FiduciaryFee-Only

ZBS PARTNERS, LLC

NEW YORK, NY · Since 2023

$1.4B AUM4 clientsFee: 0%

FiduciaryFee-Only

SYKON CAPITAL LLC

HARRISON, NY · Since 2023

$350M AUM6 clientsFee: 0%

FiduciaryFee-Only

ROC360 ADVISORS LLC

NEW YORK, NY · Since 2023

$1.4B AUM41 clientsFee: 0%

FiduciaryFee-Only

KICKSTAND WEALTH ADVISORS

PITTSFORD, NY · Since 2023

$633M AUM5 clientsFee: 0%

FiduciaryFee-Only

SPRINGCOAST CAPITAL PARTNERS, L.P.

NEW YORK, NY · Since 2024

$1.5B AUM10 clientsFee: 0%

FiduciaryFee-Only

BLACKSTONE PRIVATE CREDIT STRATEGIES LLC

NEW YORK, NY · Since 2023

$57.9B AUM443 clientsFee: 0%

FiduciaryFee-Only

FALCONPOINT CAPITAL PARTNERS LLC

NEW YORK, NY · Since 2023

$845M AUM6 clientsFee: 0%

FiduciaryFee-Only

AQUILINE MANAGEMENT HOLDINGS LP

NEW YORK, NY · Since 2024

$12.3B AUM51 clientsFee: 0%

FiduciaryFee-Only

HARVEY CAPITAL PARTNERS, L.P.

NEW YORK, NY · Since 2025

$1.3B AUM10 clientsFee: 0%

FiduciaryFee-Only

AZURA PARTNERS US LLC

NEW YORK, NY · Since 2023

$71M AUM6 clientsFee: 0%

FiduciaryFee-Only

ANTHELION CAPITAL PARTNERS LLC

NEW YORK, NY · Since 2023

$3.2B AUM7 clientsFee: 0%

FiduciaryFee-Only

TOWN LANE MANAGEMENT LP

NEW YORK, NY · Since 2024

$1.4B AUM13 clientsFee: 0%

FiduciaryFee-Only

AMBER INFRASTRUCTURE INVESTMENT ADVISOR LLC

NEW YORK, NY · Since 2023

$186M AUM7 clientsFee: 0%

FiduciaryFee-Only

SETPOINT CAPITAL

NEW YORK, NY · Since 2024

$835M AUM12 clientsFee: 0%

FiduciaryFee-Only

BREAKWALL INVESTMENT ADVISOR LLC

PORT WASHINGTON, NY · Since 2023

$3.5B AUM6 clientsFee: 0%

FiduciaryFee-Only

KRANE CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2024

$48M AUM12 clientsFee: 0%

FiduciaryFee-Only

VISTA CREDIT PARTNERS, L.P.

NEW YORK, NY · Since 2024

$8.4B AUM22 clientsFee: 0%

FiduciaryFee-Only

INVESTCORP CORSAIR INFRASTRUCTURE PARTNERS, L.P.

NEW YORK, NY · Since 2024

$5.2B AUM7 clientsFee: 0%

FiduciaryFee-Only

CLEARLIST CAPITAL LLC

NEW YORK, NY · Since 2025

$960M AUM4 clientsFee: 0%

FiduciaryFee-Only

MAKARORA

NEW YORK, NY · Since 2025

$1.1B AUM12 clientsFee: 0%

FiduciaryFee-Only

TRIANGLE INVESTMENT MANAGEMENT, LLC

NEW YORK, NY · Since 2024

$172M AUM8 clientsFee: 0%

FiduciaryFee-Only

CORDOBA CAPITAL PARTNERS, LLC

NEW YORK, NY · Since 2024

$153M AUM7 clientsFee: 0%

FiduciaryFee-Only

DURATION CAPITAL PARTNERS LLC

NEW YORK, NY · Since 2024

$5.1B AUM14 clientsFee: 0%

FiduciaryFee-Only

CCS PARTNERS LLC

NEW YORK, NY · Since 2024

$1.5B AUM7 clientsFee: 0%

FiduciaryFee-Only

JAIN GLOBAL LLC

NEW YORK, NY · Since 2024

$32.4B AUM240 clientsFee: 0%

FiduciaryFee-Only

INDAGO CAPITAL LLC

NEW YORK, NY · Since 2024

$556M AUM8 clientsFee: 0%

FiduciaryFee-Only

MFG PARTNERS LLC

NEW YORK, NY · Since 2024

$334M AUM7 clientsFee: 0%

FiduciaryFee-Only

FEYNMAN POINT ASSET MANAGEMENT

NEW YORK, NY · Since 2025

$198M AUM5 clientsFee: 0%

FiduciaryFee-Only

UNIFI ASSET MANAGEMENT LP

NEW YORK, NY · Since 2024

$4.3B AUM6 clientsFee: 0%

FiduciaryFee-Only

BLUE JEAN FINANCIAL LLC

ALBANY, NY · Since 2024

$133M AUM7 clientsFee: 0%

FiduciaryFee-Only

SOUNDCORE CAPITAL PARTNERS, LP

NEW YORK, NY · Since 2024

$400M AUM15 clientsFee: 0%

FiduciaryFee-Only

OSPREY PRIVATE WEALTH LLC

NEW YORK, NY · Since 2024

$448M AUM2 clientsFee: 0%

FiduciaryFee-Only

BLUE OWL INSURANCE SOLUTIONS

NEW YORK, NY · Since 2024

$25.8B AUM30 clientsFee: 0%

FiduciaryFee-Only

GUGGENHEIM PRIVATE INVESTMENTS, LLC

NEW YORK, NY · Since 2024

$349M AUM2 clientsFee: 0%

FiduciaryFee-Only

NIOBRARA CAPITAL PARTNERS

NEW YORK, NY · Since 2024

$17.1B AUM10 clientsFee: 0%

FiduciaryFee-Only

SERENITY CAPITAL ADVISORS INC.

PITTSFORD, NY · Since 2025

$64M AUM1 clientsFee: 0%

FiduciaryFee-Only

MW ADVISOR, LLC

NEW YORK, NY · Since 2024

$553M AUM19 clientsFee: 0%

FiduciaryFee-Only

BLEECKER STREET CAPITAL MANAGEMENT, LLC

BROOKLYN, NY · Since 2025

$68M AUM6 clientsFee: 0%

FiduciaryFee-Only

STONE TEMPLE PARTNERS LLC

NEW YORK, NY · Since 2024

$669M AUM8 clientsFee: 0%

FiduciaryFee-Only

GATEMORE

NEW YORK, NY · Since 2024

$239M AUM3 clientsFee: 0%

FiduciaryFee-Only

AUDAX PDB MANAGEMENT COMPANY, LLC

NEW YORK, NY · Since 2025

$1.2B AUM80 clientsFee: 0%

FiduciaryFee-Only

ELDRIDGE GP1 ADVISERS

NEW YORK, NY · Since 2025

$510M AUM110 clientsFee: 0%

FiduciaryFee-Only

ELKWATER CAPITAL

NEW YORK, NY · Since 2025

$45M AUM1 clientsFee: 0%

FiduciaryFee-Only

EYRE STREET CAPITAL

NEW YORK, NY · Since 2025

$367M AUM5 clientsFee: 0%

FiduciaryFee-Only

ELDRIDGE SME ADVISERS

NEW YORK, NY · Since 2025

$201M AUM110 clientsFee: 0%

FiduciaryFee-Only

LUNIN-PACK PLANNING AND ADVICE, LLC

COLD SPRING, NY · Since 2024

$32M AUM2 clientsFee: 0%

FiduciaryFee-Only

EVERVIEW PARTNERS, L.P.

NEW YORK, NY · Since 2025

$950M AUM12 clientsFee: 0%

FiduciaryFee-Only

SABA LT, LP

NEW YORK, NY · Since 2025

$2.8B AUM6 clientsFee: 0%

FiduciaryFee-Only

STROBE VENTURES

BROOKLYN, NY · Since 2025

$245M AUM4 clientsFee: 0%

FiduciaryFee-Only

CC CAPITAL INSURANCE ADVISORS LLC

NEW YORK, NY · Since 2025

$937M AUM1 clientsFee: 0%

FiduciaryFee-Only

ASPEN RENEWABLE INVESTMENTS, L.L.C.

NEW YORK, NY · Since 2025

$868M AUM6 clientsFee: 0%

FiduciaryFee-Only

MPM ADVISORS GROUP LLC

LIVERPOOL, NY · Since 2025

$116M AUM2 clientsFee: 0%

FiduciaryFee-Only

MOLDENHAUER & ASSOCIATES

ORCHARD PARK, NY · Since 2025

$765M AUM10 clientsFee: 0%

FiduciaryFee-Only

COVARA CAPITAL, LLC

NEW YORK, NY · Since 2025

$405M AUM4 clientsFee: 0%

FiduciaryFee-Only

VALUEQUEST ADVISERS, LLC

NEW YORK, NY · Since 2025

$401M AUM4 clientsFee: 0%

FiduciaryFee-Only

PEAK ALTITUDE PARTNERS, LP

NEW YORK, NY · Since 2026

$68M AUM4 clientsFee: 0%

FiduciaryFee-Only

LC VERO MANAGER

NEW YORK, NY · Since 2025

$206M AUM3 clientsFee: 0%

FiduciaryFee-Only

PARK SQUARE CAPITAL USA LP

NEW YORK, NY · Since 2025

$18.9B AUM48 clientsFee: 0%

FiduciaryFee-Only

VOSS WEALTH MANAGEMENT

ENDICOTT, NY · Since 2026

$0 AUM1 clientsFee: 0%

FiduciaryFee-Only

ALESCO ADVISORS, LLC, AN ESL COMPANY

PITTSFORD, NY · Since 2026

$5.6B AUM13 clientsFee: 0%

FiduciaryFee-Only

IMPERITY WEALTH ALLIANCE LLC

MELVILLE, NY · Since 2025

$140M AUM10 clientsFee: 0%

FiduciaryFee-Only

HARK CAPITAL ADVISORS LLC

NEW YORK, NY · Since 2026

$1.5B AUM9 clientsFee: 0%

FiduciaryFee-Only

HUNTERS MOON CAPITAL (US) LP

NEW YORK, NY · Since 2026

$734M AUM2 clientsFee: 0%

FiduciaryFee-Only

HV CAPITAL MANAGEMENT

MONTGOMERY, NY · Since 2025

$72M AUM2 clientsFee: 0%

FiduciaryFee-Only

MOORSTONE, L.P.

NEW YORK, NY · Since 2026

$2.2B AUM4 clientsFee: 0%

FiduciaryFee-Only

42 AM, LLC

NEW YORK, NY · Since 2026

$52M AUM5 clientsFee: 0%

FiduciaryFee-Only

IDYLLIC PARTNERS MANAGER, LP

SLEEPY HOLLOW, NY · Since 2026

$85M AUM1 clientsFee: 0%

FiduciaryFee-Only

FACTORPOINT PLANNING, LLC

PITTSFORD, NY · Since 2026

$0 AUM2 clientsFee: 0%

FiduciaryFee-Only

3I CORPORATION

NEW YORK, NY · Since 2012

$2.6B AUM23 clientsFee: 0%

FiduciaryFee-Only

ROKOS CAPITAL MANAGEMENT (US) LP

NEW YORK CITY, NY · Since 2020

$20.2B AUM22 clientsFee: 0%

FiduciaryFee-Only

THIRD NORTH CAPITAL LP

NEW YORK, NY · Since 2016

$432M AUM4 clientsFee: 0%

FiduciaryFee-Only

ELEQUIN CAPITAL, LP

NEW YORK, NY · Since 2024

$2.1B AUM13 clientsFee: 0%

FiduciaryFee-Only

SLATE PATH CAPITAL LP

NEW YORK, NY · Since 2012

$12.0B AUM12 clientsFee: 0%

FiduciaryFee-Only

SENATOR INVESTMENT GROUP LP

NEW YORK, NY · Since 2012

$4.9B AUM12 clientsFee: 0%

FiduciaryFee-Only

RIPPLE EFFECT ASSET MANAGEMENT LP

NEW YORK, NY · Since 2024

$218M AUM4 clientsFee: 0%

FiduciaryFee-Only

BLACKSTONE ALTERNATIVE SOLUTIONS L.L.C.

NEW YORK, NY · Since 2011

$20.1B AUM111 clientsFee: 0%

FiduciaryFee-Only

LION POINT CAPITAL, LP

NEW YORK, NY · Since 2015

$481M AUM2 clientsFee: 0%

FiduciaryFee-Only

TURNSPIRE CAPITAL PARTNERS LLC

NEW YORK, NY · Since 2024

$509M AUM7 clientsFee: 0%

FiduciaryFee-Only

ENDICOTT GROUP

NEW YORK, NY · Since 2012

$51M AUM4 clientsFee: 0%

FiduciaryFee-Only

NINE LEFT CAPITAL LP

NEW YORK, NY · Since 2024

$176M AUM3 clientsFee: 0%

FiduciaryFee-Only

CORBIN CAPITAL PARTNERS, L.P.

NEW YORK, NY · Since 2004

$11.2B AUM17 clientsFee: 0%

FiduciaryFee-Only

SQUARE WAVE CAPITAL

BROOKLYN, NY · Since 2022

$429M AUM3 clientsFee: 0%

FiduciaryFee-Only

GS GAMMA ADVISORS, LLC

NEW YORK, NY · Since 2006

$299M AUM4 clientsFee: 0%

FiduciaryFee-Only

BASEPOINT ADVISORS LLC

NEW YORK, NY · Since 2021

$3.3B AUM2 clientsFee: 0%

FiduciaryFee-Only

OPUS INVESTMENT MANAGEMENT LLC

NEW YORK, NY · Since 2021

$332M AUM6 clientsFee: 0%

FiduciaryFee-Only

TRI LOCUM PARTNERS LP

NEW YORK, NY · Since 2020

$1.1B AUM6 clientsFee: 0%

FiduciaryFee-Only

CT INVESTMENT MANAGEMENT CO., LLC

NEW YORK, NY · Since 2012

$7M AUM4 clientsFee: 0%

FiduciaryFee-Only

SWARTHMORE ASSET MANAGEMENT LTD

NEW YORK, NY · Since 1992

$49M AUM1 clientsFee: 0%

FiduciaryFee-Only

LATTIS MANAGEMENT LP

NEW YORK, NY · Since 2025

$211M AUM6 clientsFee: 0%

FiduciaryFee-Only

DELOS CAPITAL MANAGEMENT, LP

NEW YORK, NY · Since 2015

$170M AUM6 clientsFee: 0%

FiduciaryFee-Only

SYCALE ADVISORS

NEW YORK, NY · Since 2017

$473M AUM4 clientsFee: 0%

FiduciaryFee-Only

MASON CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2012

$2.2B AUM10 clientsFee: 0%

FiduciaryFee-Only

BLACKBARN CAPITAL PARTNERS LP

NEW YORK, NY · Since 2022

$1.2B AUM8 clientsFee: 0%

FiduciaryFee-Only

CLEARFIELD CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2015

$240M AUM2 clientsFee: 0%

FiduciaryFee-Only

QUADRATURE US INC.

NEW YORK, NY · Since 2024

$28.8B AUM120 clientsFee: 0%

FiduciaryFee-Only

TRUTINO CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2015

$6.7B AUM5 clientsFee: 0%

FiduciaryFee-Only

OCTAGON CAPITAL ADVISORS LP

NEW YORK, NY · Since 2020

$1.2B AUM7 clientsFee: 0%

FiduciaryFee-Only

COAST CAPITAL MANAGEMENT, LP

NEW YORK, NY · Since 2017

$103M AUM2 clientsFee: 0%

FiduciaryFee-Only

KELSO & COMPANY, L.P.

NEW YORK, NY · Since 2012

$14.3B AUM38 clientsFee: 0%

FiduciaryFee-Only

GALILEO INVESTMENT MANAGEMENT

NEW YORK, NY · Since 2013

$136M AUM2 clientsFee: 0%

FiduciaryFee-Only

STANDARD INVESTMENTS LLC

NEW YORK, NY · Since 2012

$5.2B AUM26 clientsFee: 0%

FiduciaryFee-Only

GLAZER CAPITAL, LLC.

NEW YORK, NY · Since 2006

$6.8B AUM19 clientsFee: 0%

FiduciaryFee-Only

RAFFLES CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2012

$270M AUM2 clientsFee: 0%

FiduciaryFee-Only

CVC SECONDARY PARTNERS (U.S.), LLC

NEW YORK, NY · Since 2017

$22.2B AUM19 clientsFee: 0%

FiduciaryFee-Only

SCHULTZE ASSET MANAGEMENT, LP

RYE BROOK, NY · Since 2003

$72M AUM4 clientsFee: 0%

FiduciaryFee-Only

ANCIENT MANAGEMENT LP D/B/A ANCIENT

NEW YORK, NY · Since 2023

$532M AUM5 clientsFee: 0%

FiduciaryFee-Only

MOUNTAINEER PARTNERS MANAGEMENT, LLC

NEW YORK, NY · Since 2013

$306M AUM3 clientsFee: 0%

FiduciaryFee-Only

YIELDPOINT

NEW YORK, NY · Since 2025

$206M AUM2 clientsFee: 0%

FiduciaryFee-Only

RCM GA MANAGER LLC

NEW YORK, NY · Since 2024

$1.3B AUM19 clientsFee: 0%

FiduciaryFee-Only

SIMCOE CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2016

$634M AUM4 clientsFee: 0%

FiduciaryFee-Only

PERIPHAS CAPITAL, LP

NEW YORK, NY · Since 2023

$73M AUM4 clientsFee: 0%

FiduciaryFee-Only

MAM AMERICAS, INC.

NEW YORK, NY · Since 2016

$3.2B AUM128 clientsFee: 0%

FiduciaryFee-Only

JANA PARTNERS MANAGEMENT, LP

NEW YORK, NY · Since 2023

$2.3B AUM7 clientsFee: 0%

FiduciaryFee-Only

RUSHMONT CAPITAL MANAGEMENT

NEW YORK, NY · Since 2024

$144M AUM4 clientsFee: 0%

FiduciaryFee-Only

AURELIUS CAPITAL MANAGEMENT, LP

NEW YORK, NY · Since 2011

$412M AUM6 clientsFee: 0%

FiduciaryFee-Only

ROOSEVELT MANAGEMENT COMPANY LLC

NEW YORK, NY · Since 2012

$52M AUM30 clientsFee: 0%

FiduciaryFee-Only

NORTHSTAR CAPITAL FUNDS, LLC

NEW YORK, NY · Since 2006

$83M AUM3 clientsFee: 0%

FiduciaryFee-Only

VICTOR CAPITAL PARTNERS

NEW YORK, NY · Since 2022

$491M AUM9 clientsFee: 0%

FiduciaryFee-Only

BELLTOWER PARTNERS

NEW YORK, NY · Since 2024

$681M AUM4 clientsFee: 0%

FiduciaryFee-Only

OWLHOUSE CAPITAL LP

NEW YORK, NY · Since 2025

$146M AUM2 clientsFee: 0%

FiduciaryFee-Only

TIGER PACIFIC CAPITAL LP

NEW YORK, NY · Since 2015

$1.9B AUM9 clientsFee: 0%

FiduciaryFee-Only

EDEN GLOBAL ADVISORS LLC

NEW YORK, NY · Since 2024

$286M AUM22 clientsFee: 0%

FiduciaryFee-Only

PHOENICIAN RESOURCES

NEW YORK, NY · Since 2019

$332M AUM5 clientsFee: 0%

FiduciaryFee-Only

DILATION CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2020

$229M AUM3 clientsFee: 0%

FiduciaryFee-Only

325 CAPITAL

NEW YORK, NY · Since 2020

$338M AUM6 clientsFee: 0%

FiduciaryFee-Only

FITZWALTER CAPITAL (US) LLC

NEW YORK, NY · Since 2021

$3.2B AUM8 clientsFee: 0%

FiduciaryFee-Only

ZWEIG-DIMENNA ASSOCIATES LLC

NEW YORK, NY · Since 2012

$1.6B AUM14 clientsFee: 0%

FiduciaryFee-Only

ATLANTIC INVESTMENT MANAGEMENT, INC

NEW YORK, NY · Since 2006

$384M AUM4 clientsFee: 0%

FiduciaryFee-Only

SURGOCAP PARTNERS LP

NEW YORK, NY · Since 2022

$7.4B AUM12 clientsFee: 0%

FiduciaryFee-Only

KETTLE HILL CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2013

$616M AUM7 clientsFee: 0%

FiduciaryFee-Only

NORTH ISLAND VENTURES

NEW YORK, NY · Since 2020

$441M AUM6 clientsFee: 0%

FiduciaryFee-Only

TWO ROADS PARTNERS MANAGEMENT, LP

NEW YORK, NY · Since 2023

$579M AUM13 clientsFee: 0%

FiduciaryFee-Only

DSC MERIDIAN CAPITAL LP

NEW YORK, NY · Since 2021

$2.2B AUM8 clientsFee: 0%

FiduciaryFee-Only

NEWTYN MANAGEMENT, LLC

NEW YORK, NY · Since 2012

$2.1B AUM8 clientsFee: 0%

FiduciaryFee-Only

MB GLOBAL ADVISERS, LLC

NEW YORK, NY · Since 2013

$562M AUM6 clientsFee: 0%

FiduciaryFee-Only

MKP CAPITAL MANAGEMENT, L.L.C.

NEW YORK, NY · Since 2000

$12.9B AUM20 clientsFee: 0%

FiduciaryFee-Only

INTERVEST CAPITAL PARTNERS LLC

NEW YORK, NY · Since 2011

$689M AUM22 clientsFee: 0%

FiduciaryFee-Only

ACCRUED EQUITIES INC.

MELVILLE, NY · Since 1980

$272M AUM3 clientsFee: 0%

OMERS INFRASTRUCTURE AND OMERS INFRASTRUCTURE US

NEW YORK, NY · Since 2014

$17.8B AUM106 clientsFee: 0%

FiduciaryFee-Only

POLYMER CAPITAL MANAGEMENT (US), LLC

NEW YORK, NY · Since 2022

$1.4B AUM20 clientsFee: 0%

FiduciaryFee-Only

SUPERSTATE ADVISERS LLC

NEW YORK, NY · Since 2025

$1.2B AUM3 clientsFee: 0%

FiduciaryFee-Only

SUMMATION CAPITAL MANAGEMENT, L.P.

NEW YORK, NY · Since 2026

$161M AUM3 clientsFee: 0%

FiduciaryFee-Only

PARADIGM BIOCAPITAL ADVISORS LP

NEW YORK, NY · Since 2021

$4.5B AUM6 clientsFee: 0%

FiduciaryFee-Only

HAIDAR CAPITAL MANAGEMENT LLC

PEARL RIVER, NY · Since 2012

$13.4B AUM5 clientsFee: 0%

FiduciaryFee-Only

AVENTAIL CAPITAL GROUP, LP

NEW YORK, NY · Since 2021

$2.6B AUM15 clientsFee: 0%

FiduciaryFee-Only

ALLY BRIDGE GROUP (PE) LLC

NEW YORK, NY · Since 2021

$1.4B AUM13 clientsFee: 0%

FiduciaryFee-Only

MAGNITUDE CAPITAL, LLC

NEW YORK, NY · Since 2006

$10.6B AUM9 clientsFee: 0%

FiduciaryFee-Only

MEADOW CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2012

$6.0B AUM16 clientsFee: 0%

FiduciaryFee-Only

HALE CAPITAL MANAGEMENT, LP

NEW YORK, NY · Since 2012

$375M AUM9 clientsFee: 0%

FiduciaryFee-Only

DOME EQUITIES, LLC

NEW YORK, NY · Since 2013

$915M AUM3 clientsFee: 0%

FiduciaryFee-Only

HELIX PARTNERS MANAGEMENT LP

NEW YORK, NY · Since 2024

$1.8B AUM9 clientsFee: 0%

FiduciaryFee-Only

CARL MARKS MANAGEMENT COMPANY, LLC

NEW YORK, NY · Since 1992

$374M AUM6 clientsFee: 0%

FiduciaryFee-Only

CARBON DIRECT CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2023

$730M AUM8 clientsFee: 0%

FiduciaryFee-Only

ARGENTIC

NEW YORK, NY · Since 2017

$1.8B AUM5 clientsFee: 0%

FiduciaryFee-Only

FORMULA GROWTH MANAGEMENT CORP

NEW YORK, NY · Since 2017

$343M AUM2 clientsFee: 0%

FiduciaryFee-Only

NEWBROOK CAPITAL ADVISORS LP

NEW YORK, NY · Since 2006

$1.0B AUM4 clientsFee: 0%

FiduciaryFee-Only

SAG HARBOR CAPITAL MANAGEMENT, LLC

GREAT NECK, NY · Since 2015

$427M AUM9 clientsFee: 0%

FiduciaryFee-Only

GOLDIRON GP LLC

NEW YORK, NY · Since 2019

$60M AUM1 clientsFee: 0%

FiduciaryFee-Only

ENTERPRISE INVESTORS

NEW YORK, NY · Since 2012

$1.3B AUM24 clientsFee: 0%

FiduciaryFee-Only

FINDELL CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2024

$376M AUM3 clientsFee: 0%

FiduciaryFee-Only

PERRY CREEK CAPITAL LP

NEW YORK, NY · Since 2014

$1.7B AUM5 clientsFee: 0%

FiduciaryFee-Only

AREX CAPITAL MANAGEMENT, LP

NEW YORK, NY · Since 2017

$99M AUM3 clientsFee: 0%

FiduciaryFee-Only

M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC

NEW YORK, NY · Since 2004

$8M AUM3 clientsFee: 0%

FiduciaryFee-Only

NET RETURN ASSET MANAGEMENT LLC

NEW YORK, NY · Since 2012

$803M AUM1 clientsFee: 0%

FiduciaryFee-Only

ATHYRIUM CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2012

$2.5B AUM11 clientsFee: 0%

FiduciaryFee-Only

QIC

NEW YORK, NY · Since 2012

$7.5B AUM22 clientsFee: 0%

FiduciaryFee-Only

KUDU INVESTMENT HOLDINGS, LLC

NEW YORK, NY · Since 2015

$1.4B AUM7 clientsFee: 0%

FiduciaryFee-Only

SHANNON RIVER FUND MANAGEMENT, LLC

NEW YORK, NY · Since 2012

$905M AUM5 clientsFee: 0%

FiduciaryFee-Only

MACQUARIE INFRASTRUCTURE PARTNERS

NEW YORK, NY · Since 2008

$38.7B AUM122 clientsFee: 0%

FiduciaryFee-Only

22V ASSET MANAGEMENT

NEW YORK, NY · Since 2023

$293M AUM6 clientsFee: 0%

FiduciaryFee-Only

ARDINALL INVESTMENT MANAGEMENT LP

NEW YORK, NY · Since 2025

$29M AUM2 clientsFee: 0%

FiduciaryFee-Only

THE LINONIA PARTNERSHIP LP

NEW YORK, NY · Since 2023

$5.8B AUM8 clientsFee: 0%

FiduciaryFee-Only

BROADRIVER ASSET MANAGEMENT, L.P.

NEW YORK, NY · Since 2011

$2.3B AUM7 clientsFee: 0%

FiduciaryFee-Only

ALIGHT CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2019

$754M AUM4 clientsFee: 0%

FiduciaryFee-Only

WYNNEFIELD CAPITAL, INC.

NEW YORK, NY · Since 2012

$185M AUM2 clientsFee: 0%

FiduciaryFee-Only

SACHEM HEAD CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2013

$7.2B AUM10 clientsFee: 0%

FiduciaryFee-Only

TREO ASSET MANAGEMENT, LLC

NEW YORK, NY · Since 2022

$865M AUM14 clientsFee: 0%

FiduciaryFee-Only

BANDERA PARTNERS

BROOKLYN, NY · Since 2012

$244M AUM2 clientsFee: 0%

FiduciaryFee-Only

RADIANX CAPITAL, LLC

NEW YORK, NY · Since 2019

$954M AUM3 clientsFee: 0%

FiduciaryFee-Only

AMHERST CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2015

$545M AUM9 clientsFee: 0%

FiduciaryFee-Only

WAFRA INC.

NEW YORK, NY · Since 1985

$29.0B AUM69 clientsFee: 0%

FiduciaryFee-Only

PALESTRA CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2012

$5.4B AUM8 clientsFee: 0%

FiduciaryFee-Only

THE QUARRY LP

NEW YORK, NY · Since 2023

$1.0B AUM2 clientsFee: 0%

FiduciaryFee-Only

ZIMMER PARTNERS, LP

NEW YORK, NY · Since 2012

$5.2B AUM19 clientsFee: 0%

FiduciaryFee-Only

TWO CREEKS CAPITAL MANAGEMENT, LP

NEW YORK, NY · Since 2014

$1.9B AUM8 clientsFee: 0%

FiduciaryFee-Only

COMMODORE CAPITAL

NEW YORK, NY · Since 2019

$2.4B AUM6 clientsFee: 0%

FiduciaryFee-Only

NOKOTA MANAGEMENT, LP

NEW YORK, NY · Since 2012

$332M AUM1 clientsFee: 0%

FiduciaryFee-Only

LIGHTYEAR CAPITAL LLC

NEW YORK, NY · Since 2012

$8.1B AUM26 clientsFee: 0%

FiduciaryFee-Only

UNION SQUARE PARK CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2021

$154M AUM2 clientsFee: 0%

FiduciaryFee-Only

LAURION CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2012

$6.8B AUM31 clientsFee: 0%

FiduciaryFee-Only

INSIGHT VENTURE PARTNERS

NEW YORK, NY · Since 2007

$92.2B AUM147 clientsFee: 0%

FiduciaryFee-Only

SONE CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2024

$1.6B AUM5 clientsFee: 0%

FiduciaryFee-Only

G2 INVESTMENT PARTNERS MANAGEMENT LLC

NEW YORK, NY · Since 2014

$630M AUM6 clientsFee: 0%

FiduciaryFee-Only

CLARION CAPITAL PARTNERS, LLC

NEW YORK, NY · Since 2012

$1.9B AUM25 clientsFee: 0%

FiduciaryFee-Only

SAMLYN CAPITAL, LLC

NEW YORK, NY · Since 2012

$9.7B AUM12 clientsFee: 0%

FiduciaryFee-Only

ANOMALY CAPITAL MANAGEMENT, LP

NEW YORK, NY · Since 2020

$5.9B AUM20 clientsFee: 0%

FiduciaryFee-Only

FIREBIRD MANAGEMENT

NEW YORK, NY · Since 2012

$745M AUM4 clientsFee: 0%

FiduciaryFee-Only

ALLY BRIDGE GROUP (NY) LLC

NEW YORK, NY · Since 2021

$219M AUM4 clientsFee: 0%

FiduciaryFee-Only

STILLPOINT INVESTMENTS LP

NEW YORK, NY · Since 2022

$170M AUM5 clientsFee: 0%

FiduciaryFee-Only

MEDALIST PARTNERS LP

NEW YORK, NY · Since 2018

$2.4B AUM12 clientsFee: 0%

FiduciaryFee-Only

EDGE FOCUS CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2020

$451M AUM4 clientsFee: 0%

FiduciaryFee-Only

THEOREM

NEW YORK, NY · Since 2016

$1.0B AUM3 clientsFee: 0%

FiduciaryFee-Only

EPOCH CAPITAL, US

NEW YORK, NY · Since 2021

$366M AUM5 clientsFee: 0%

FiduciaryFee-Only

ENHALUS CAPITAL, LP

NEW YORK, NY · Since 2021

$786M AUM3 clientsFee: 0%

FiduciaryFee-Only

STONEHILL CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2012

$4.3B AUM13 clientsFee: 0%

FiduciaryFee-Only

140 SUMMER PARTNERS LP

NEW YORK, NY · Since 2020

$3.9B AUM10 clientsFee: 0%

FiduciaryFee-Only

GAGNON ADVISORS

NEW YORK, NY · Since 2014

$187M AUM6 clientsFee: 0%

FiduciaryFee-Only

TERRAMONT INFRASTRUCTURE MANAGEMENT LLC

NEW YORK, NY · Since 2022

$550M AUM6 clientsFee: 0%

FiduciaryFee-Only

CYTIUM INVESTMENT MANAGEMENT, LLC

NEW YORK, NY · Since 2024

$749M AUM3 clientsFee: 0%

FiduciaryFee-Only

CORRE PARTNERS MANAGEMENT, LLC

NEW YORK, NY · Since 2015

$1.1B AUM10 clientsFee: 0%

FiduciaryFee-Only

KPS CAPITAL PARTNERS, LP

NEW YORK, NY · Since 2012

$19.1B AUM111 clientsFee: 0%

FiduciaryFee-Only

GATEWOOD CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2018

$622M AUM7 clientsFee: 0%

FiduciaryFee-Only

OPPVEST, LLC

NEW YORK, NY · Since 2018

$218M AUM5 clientsFee: 0%

FiduciaryFee-Only

HAZELVIEW SECURITIES (US) LLC

NEW YORK, NY · Since 2016

$276M AUM9 clientsFee: 0%

FiduciaryFee-Only

THE ELECTRUM GROUP LLC

NEW YORK, NY · Since 2012

$2.5B AUM9 clientsFee: 0%

FiduciaryFee-Only

SZOP MULTISTRAT MANAGEMENT LLC

NEW YORK, NY · Since 2022

$56M AUM4 clientsFee: 0%

FiduciaryFee-Only

CASTLEKNIGHT MANAGEMENT LP

NEW YORK, NY · Since 2020

$4.1B AUM8 clientsFee: 0%

FiduciaryFee-Only

ACME CREDIT PARTNERS

NEW YORK, NY · Since 2024

$44M AUM4 clientsFee: 0%

FiduciaryFee-Only

BAKER BROTHERS INVESTMENTS

NEW YORK, NY · Since 2012

$28.1B AUM17 clientsFee: 0%

FiduciaryFee-Only

DAVERN CAPITAL PARTNERS, LP

NEW YORK, NY · Since 2025

$715M AUM3 clientsFee: 0%

FiduciaryFee-Only

STELLA POINT CAPITAL, LP

NEW YORK, NY · Since 2018

$329M AUM9 clientsFee: 0%

FiduciaryFee-Only

PURA VIDA INVESTMENTS, LLC

NEW YORK, NY · Since 2014

$91M AUM1 clientsFee: 0%

FiduciaryFee-Only

STARR PRIVATE EQUITY PARTNERS, LLC

NEW YORK, NY · Since 2018

$5.1B AUM13 clientsFee: 0%

FiduciaryFee-Only

SPRUCE STREET CAPITAL LP

NEW YORK, NY · Since 2025

$556M AUM3 clientsFee: 0%

FiduciaryFee-Only

MORGENS, WATERFALL, VINTIADIS & COMPANY, INC.

NEW YORK, NY · Since 1997

$194M AUM4 clientsFee: 0%

FiduciaryFee-Only

HUMBLE GROWTH

NEW YORK, NY · Since 2024

$502M AUM10 clientsFee: 0%

FiduciaryFee-Only

10 EAST PARTNERS LLC

NEW YORK, NY · Since 2025

$490M AUM7 clientsFee: 0%

FiduciaryFee-Only

PLACEHOLDER MANAGEMENT, LLC

NEW YORK, NY · Since 2021

$345M AUM5 clientsFee: 0%

FiduciaryFee-Only

CONSONANCE CAPITAL PARTNERS, LP

NEW YORK, NY · Since 2013

$2.8B AUM15 clientsFee: 0%

FiduciaryFee-Only

BEACONLIGHT CAPITAL, LLC

NEW YORK, NY · Since 2012

$445M AUM7 clientsFee: 0%

FiduciaryFee-Only

WCAS MANAGEMENT CORPORATION

NEW YORK, NY · Since 2012

$14.9B AUM45 clientsFee: 0%

FiduciaryFee-Only

FOUR LION CAPITAL, LP

NEW YORK, NY · Since 2025

$143M AUM1 clientsFee: 0%

FiduciaryFee-Only

CLAYTON, DUBILIER & RICE, LLC

NEW YORK, NY · Since 2012

$87.4B AUM151 clientsFee: 0%

FiduciaryFee-Only

5C ADVISOR

NEW YORK, NY · Since 2024

$262M AUM12 clientsFee: 0%

FiduciaryFee-Only

P2 CAPITAL PARTNERS, LLC

NEW YORK, NY · Since 2012

$824M AUM9 clientsFee: 0%

FiduciaryFee-Only

TWENTYFOUR ASSET MANAGEMENT (US) LP

NEW YORK, NY · Since 2016

$23.5B AUM5 clientsFee: 0%

FiduciaryFee-Only

BROOKFIELD ASSET MANAGEMENT PIC BMG, LLC

NEW YORK, NY · Since 2021

$912M AUM1096 clientsFee: 0%

FiduciaryFee-Only

GOVERNORS LANE LP

NEW YORK, NY · Since 2015

$1.8B AUM13 clientsFee: 0%

FiduciaryFee-Only

EMBER INFRASTRUCTURE

NEW YORK, NY · Since 2021

$1.7B AUM14 clientsFee: 0%

FiduciaryFee-Only

DAVENTRY GROUP LP

NEW YORK, NY · Since 2020

$180M AUM3 clientsFee: 0%

FiduciaryFee-Only

HAMILTON SQUARE PARTNERS MANAGEMENT, LP

NEW YORK, NY · Since 2026

$319M AUM5 clientsFee: 0%

FiduciaryFee-Only

JZ PARTNERS

NEW YORK, NY · Since 2012

$517M AUM17 clientsFee: 0%

FiduciaryFee-Only

NIHON GLOBAL GROWTH PARTNERS MANAGEMENT, INC.

NEW YORK, NY · Since 2025

$163M AUM4 clientsFee: 0%

FiduciaryFee-Only

OVERLAND ADVISORS, LLC

NEW YORK, NY · Since 2023

$3.0B AUM118 clientsFee: 0%

FiduciaryFee-Only

SLG CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2024

$1.4B AUM15 clientsFee: 0%

FiduciaryFee-Only

SUNSTONE ASSET MANAGEMENT

NEW YORK, NY · Since 2025

$220M AUM3 clientsFee: 0%

FiduciaryFee-Only

GOOD SPRINGS CAPITAL

NEW YORK, NY · Since 2023

$678M AUM6 clientsFee: 0%

FiduciaryFee-Only

GATES CAPITAL MANAGEMENT, INC.

NEW YORK, NY · Since 2006

$3.3B AUM8 clientsFee: 0%

FiduciaryFee-Only

THE LIND PARTNERS, LLC

NEW YORK, NY · Since 2023

$153M AUM6 clientsFee: 0%

FiduciaryFee-Only

RECOGNIZE PARTNERS LP

NEW YORK, NY · Since 2022

$3.3B AUM15 clientsFee: 0%

FiduciaryFee-Only

MACQUARIE WEALTH ADVISERS, LLC

NEW YORK, NY · Since 2007

$4.3B AUM14 clientsFee: 0%

FiduciaryFee-Only

OPTI CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2018

$1.8B AUM6 clientsFee: 0%

FiduciaryFee-Only

AQUARIAN HOLDINGS INVESTMENT MANAGEMENT LLC

NEW YORK, NY · Since 2018

$26.7B AUM41 clientsFee: 0%

FiduciaryFee-Only

NOMURA CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2023

$384M AUM10 clientsFee: 0%

FiduciaryFee-Only

FOURWORLD CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2016

$1.4B AUM13 clientsFee: 0%

FiduciaryFee-Only

COATUE MANAGEMENT, L.L.C.

NEW YORK, NY · Since 2012

$92.7B AUM68 clientsFee: 0%

FiduciaryFee-Only

TISHMAN CAPITAL PARTNERS

NEW YORK, NY · Since 2015

$998M AUM4 clientsFee: 0%

FiduciaryFee-Only

BLACKSTONE STRATEGIC CAPITAL ADVISORS, L.L.C.

NEW YORK, NY · Since 2013

$15.6B AUM21 clientsFee: 0%

FiduciaryFee-Only

IONIC CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2011

$3.9B AUM15 clientsFee: 0%

FiduciaryFee-Only

LINEAR B PARTNERS LP

NEW YORK, NY · Since 2021

$1.5B AUM5 clientsFee: 0%

FiduciaryFee-Only

PRIMARY WAVE IP INVESTMENT MANAGEMENT LLC

NEW YORK, NY · Since 2017

$6.1B AUM22 clientsFee: 0%

FiduciaryFee-Only

BOARDMAN BAY CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2014

$518M AUM3 clientsFee: 0%

FiduciaryFee-Only

SAMJO MANAGEMENT, LLC

NEW YORK, NY · Since 2023

$309M AUM2 clientsFee: 0%

FiduciaryFee-Only

EAGLETREE CAPITAL, LP

NEW YORK, NY · Since 2015

$4.4B AUM27 clientsFee: 0%

FiduciaryFee-Only

MANTLE RIDGE LP

NEW YORK, NY · Since 2016

$5.3B AUM6 clientsFee: 0%

FiduciaryFee-Only

MGG INVESTMENT GROUP LP

NEW YORK, NY · Since 2015

$7.6B AUM28 clientsFee: 0%

FiduciaryFee-Only

NEW MOUNTAIN FINANCE ADVISERS, L.L.C.

NEW YORK, NY · Since 2010

$11.2B AUM45 clientsFee: 0%

FiduciaryFee-Only

SM INVESTORS

NEW YORK, NY · Since 2011

$95M AUM2 clientsFee: 0%

FiduciaryFee-Only

PACT

NEW YORK, NY · Since 2025

$892M AUM13 clientsFee: 0%

FiduciaryFee-Only

BARINGTON COMPANIES INVESTORS, LLC

NEW YORK, NY · Since 2012

$173M AUM5 clientsFee: 0%

FiduciaryFee-Only

CVC CREDIT PARTNERS U.S. CLO MANAGEMENT LLC

NEW YORK, NY · Since 2017

$2.3B AUM6 clientsFee: 0%

FiduciaryFee-Only

FRANKLIN TEMPLETON INSTITUTIONAL, LLC

NEW YORK, NY · Since 2001

$29.6B AUM26 clientsFee: 0%

FiduciaryFee-Only

NCH CAPITAL INC.

NEW YORK, NY · Since 2011

$2.0B AUM16 clientsFee: 0%

FiduciaryFee-Only

KIZE CAPITAL LP

NEW YORK, NY · Since 2019

$265M AUM3 clientsFee: 0%

FiduciaryFee-Only

SWISS RE INSURANCE-LINKED INVESTMENT ADVISORS CORPORATION

NEW YORK, NY · Since 2022

$4.9B AUM8 clientsFee: 0%

FiduciaryFee-Only

ODYSSEY INVESTMENT PARTNERS, LLC

NEW YORK, NY · Since 2012

$7.9B AUM30 clientsFee: 0%

FiduciaryFee-Only

GUMSHOE CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2024

$571M AUM4 clientsFee: 0%

FiduciaryFee-Only

GREENLAND CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2021

$2.2B AUM12 clientsFee: 0%

FiduciaryFee-Only

ENTROPY TECHNOLOGIES, LP

NEW YORK, NY · Since 2023

$2.2B AUM2 clientsFee: 0%

FiduciaryFee-Only

CLOSED LOOP CAPITAL MANAGEMENT

NEW YORK, NY · Since 2020

$466M AUM23 clientsFee: 0%

FiduciaryFee-Only

MADISON AVENUE PARTNERS LP

NEW YORK, NY · Since 2019

$3.9B AUM5 clientsFee: 0%

FiduciaryFee-Only

SAGARD HOLDINGS MANAGER (US) LLC

NEW YORK CITY, NY · Since 2022

$1.4B AUM16 clientsFee: 0%

FiduciaryFee-Only

BLACKSTONE ALTERNATIVE ASSET MANAGEMENT L.P.

NEW YORK, NY · Since 1996

$92.0B AUM111 clientsFee: 0%

FiduciaryFee-Only

BLACKSTONE TACTICAL OPPORTUNITIES ADVISORS L.L.C.

NEW YORK, NY · Since 2012

$40.4B AUM78 clientsFee: 0%

FiduciaryFee-Only

QVT FINANCIAL LP

NEW YORK, NY · Since 2012

$1.8B AUM8 clientsFee: 0%

FiduciaryFee-Only

SILVER ROCK CAPITAL PARTNERS

NEW YORK, NY · Since 2026

$6.8B AUM7 clientsFee: 0%

FiduciaryFee-Only

MAN GLOBAL PRIVATE MARKETS (USA) INC.

NEW YORK, NY · Since 2016

$988M AUM5 clientsFee: 0%

FiduciaryFee-Only

REYNOLDS CHANNEL MANAGEMENT, L.P.

NEW YORK, NY · Since 2022

$233M AUM3 clientsFee: 0%

FiduciaryFee-Only

RUSH ISLAND MANAGEMENT, LP

NEW YORK, NY · Since 2018

$2.0B AUM5 clientsFee: 0%

FiduciaryFee-Only

NEW 2ND CAPITAL

NEW YORK, NY · Since 2018

$2.4B AUM12 clientsFee: 0%

FiduciaryFee-Only

AISLING CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2015

$716M AUM8 clientsFee: 0%

FiduciaryFee-Only

BLACKSTONE ISG-II ADVISORS L.L.C.

NEW YORK, NY · Since 2017

$8.0B AUM44 clientsFee: 0%

FiduciaryFee-Only

AFFINITY ASSET ADVISORS, LLC

NEW YORK, NY · Since 2021

$1.7B AUM7 clientsFee: 0%

FiduciaryFee-Only

GAMUT CAPITAL MANAGEMENT, L.P.

NEW YORK, NY · Since 2015

$3.0B AUM16 clientsFee: 0%

FiduciaryFee-Only

ONE WILLIAM STREET CAPITAL MANAGEMENT, LP.

NEW YORK, NY · Since 2009

$11.3B AUM62 clientsFee: 0%

FiduciaryFee-Only

HEIGHTS POINT MANAGEMENT, LP

NEW YORK, NY · Since 2021

$135M AUM3 clientsFee: 0%

FiduciaryFee-Only

ULYSSES MANAGEMENT LLC

NEW YORK, NY · Since 2012

$1.4B AUM8 clientsFee: 0%

FiduciaryFee-Only

VANTAGE INFRASTRUCTURE (USA) INC.

NEW YORK, NY · Since 2012

$1.5B AUM5 clientsFee: 0%

FiduciaryFee-Only

ANANYM CAPITAL MANAGEMENT, LP

NEW YORK, NY · Since 2024

$298M AUM5 clientsFee: 0%

FiduciaryFee-Only

BORNITE CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2021

$1.4B AUM4 clientsFee: 0%

FiduciaryFee-Only

OWL CREEK ASSET MANAGEMENT, L.P.

NEW YORK, NY · Since 2006

$2.5B AUM13 clientsFee: 0%

FiduciaryFee-Only

DARSANA CAPITAL PARTNERS LP

NEW YORK, NY · Since 2014

$16.7B AUM11 clientsFee: 0%

FiduciaryFee-Only

NUVEEN ALTERNATIVES ADVISORS LLC

NEW YORK, NY · Since 2012

$142.0B AUM27 clientsFee: 0%

FiduciaryFee-Only

LYNROCK LAKE LP

RYE BROOK, NY · Since 2018

$2.9B AUM4 clientsFee: 0%

FiduciaryFee-Only

TOTEM MACRO ASSET MANAGEMENT LP

NEW YORK, NY · Since 2023

$167M AUM4 clientsFee: 0%

FiduciaryFee-Only

AMERICAN SECURITIES LLC

NEW YORK, NY · Since 2012

$18.9B AUM90 clientsFee: 0%

FiduciaryFee-Only

GALAXY INVESTMENT MANAGEMENT, LLC

UNIONDALE, NY · Since 2019

$324M AUM7 clientsFee: 0%

FiduciaryFee-Only

ONE MADISON GROUP LLC

NEW YORK, NY · Since 2022

$7.0B AUM12 clientsFee: 0%

FiduciaryFee-Only

OAK HILL ADVISORS, L.P.

NEW YORK, NY · Since 2004

$100.7B AUM113 clientsFee: 0%

FiduciaryFee-Only

ARMOR ADVISORS, L.L.C.

NEW YORK, NY · Since 2012

$486M AUM3 clientsFee: 0%

FiduciaryFee-Only

HUNTING HILL GLOBAL CAPITAL, LLC

NEW YORK, NY · Since 2013

$373M AUM5 clientsFee: 0%

FiduciaryFee-Only

EMET CAPITAL MANAGEMENT

NEW YORK, NY · Since 2019

$482M AUM10 clientsFee: 0%

FiduciaryFee-Only

ARÈNE CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2026

$13M AUM4 clientsFee: 0%

FiduciaryFee-Only

LIVELLO CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2020

$265M AUM3 clientsFee: 0%

FiduciaryFee-Only

AVENIR MANAGEMENT COMPANY, LLC

NEW YORK, NY · Since 2020

$2.8B AUM11 clientsFee: 0%

FiduciaryFee-Only

BOW WAVE CAPITAL MANAGEMENT, LP

NEW YORK, NY · Since 2020

$1.9B AUM2 clientsFee: 0%

FiduciaryFee-Only

SENDER COMPANY & PARTNERS, INC.

NEW YORK, NY · Since 2021

$265M AUM18 clientsFee: 0%

FiduciaryFee-Only

BOSTWICK CAPITAL LLC

LOCUST VALLEY, NY · Since 2014

$245M AUM2 clientsFee: 0%

FiduciaryFee-Only

LOCUST WOOD CAPITAL ADVISERS, LLC

NEW YORK, NY · Since 2011

$4.4B AUM5 clientsFee: 0%

FiduciaryFee-Only

BRIDGEPORT PARTNERS

NEW YORK, NY · Since 2023

$373M AUM9 clientsFee: 0%

FiduciaryFee-Only

MAN SOLUTIONS LLC

NEW YORK, NY · Since 2011

$10.1B AUM15 clientsFee: 0%

FiduciaryFee-Only

JUNTO CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2013

$10.5B AUM20 clientsFee: 0%

FiduciaryFee-Only

AWM INVESTMENT COMPANY INC

NEW YORK, NY · Since 1991

$1.3B AUM8 clientsFee: 0%

FiduciaryFee-Only

DJA CAPITAL MANAGEMENT, LP

NEW YORK, NY · Since 2024

$32M AUM2 clientsFee: 0%

FiduciaryFee-Only

SENTINEL FUND ADVISORS, INC.

NEW YORK, NY · Since 2024

$3.8B AUM52 clientsFee: 0%

FiduciaryFee-Only

BLACKSTONE MULTI-ASSET ADVISORS L.L.C.

NEW YORK, NY · Since 2014

$8.5B AUM20 clientsFee: 0%

FiduciaryFee-Only

BAM CREDIT AND INSURANCE SOLUTIONS ADVISOR LLC

NEW YORK, NY · Since 2021

$107.3B AUM1421 clientsFee: 0%

FiduciaryFee-Only

TOLIS ADVISORS, LP

NEW YORK, NY · Since 2014

$220M AUM3 clientsFee: 0%

FiduciaryFee-Only

DONALD SMITH, L.P.

NEW YORK, NY · Since 2016

$256M AUM6 clientsFee: 0%

FiduciaryFee-Only

NX1 CAPITAL LP

NEW YORK, NY · Since 2025

$2.9B AUM10 clientsFee: 0%

FiduciaryFee-Only

TWO PARKS CAPITAL LLC

NEW YORK, NY · Since 2024

$175M AUM5 clientsFee: 0%

FiduciaryFee-Only

HVPF MANAGER II, LLC

NEW YORK, NY · Since 2022

$527M AUM11 clientsFee: 0%

FiduciaryFee-Only

SPARK INVESTMENT MANAGEMENT LLC

NEW YORK, NY · Since 2012

$434M AUM9 clientsFee: 0%

FiduciaryFee-Only

AVANTYR CAPITAL PARTNERS, LP

NEW YORK, NY · Since 2025

$3.3B AUM11 clientsFee: 0%

FiduciaryFee-Only

ADIT VENTURES MANAGEMENT, LLC

NEW YORK, NY · Since 2024

$466M AUM3 clientsFee: 0%

FiduciaryFee-Only

LONG POND CAPITAL, LP

NEW YORK, NY · Since 2012

$2.0B AUM7 clientsFee: 0%

FiduciaryFee-Only

HORIKO CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2017

$475M AUM3 clientsFee: 0%

FiduciaryFee-Only

METACAPITAL MANAGEMENT, L.P.

NEW YORK, NY · Since 2012

$1.3B AUM3 clientsFee: 0%

FiduciaryFee-Only

STYRAX CAPITAL LP

NEW YORK, NY · Since 2022

$1.8B AUM6 clientsFee: 0%

FiduciaryFee-Only

GENERAL EQUITY HOLDINGS LP

BROOKLYN, NY · Since 2018

$310M AUM1 clientsFee: 0%

FiduciaryFee-Only

SEVEN GRAND MANAGERS LLC

BRONXVILLE, NY · Since 2022

$1.2B AUM9 clientsFee: 0%

FiduciaryFee-Only

CELLO CAPITAL MANAGEMENT, LP

NEW YORK, NY · Since 2012

$577M AUM4 clientsFee: 0%

FiduciaryFee-Only

CHRISTOFFERSON, ROBB & COMPANY

NEW YORK, NY · Since 2002

$11.3B AUM6 clientsFee: 0%

FiduciaryFee-Only

INTEGRAL HEALTH ASSET MANAGEMENT, LLC

NEW YORK, NY · Since 2020

$1.9B AUM8 clientsFee: 0%

FiduciaryFee-Only

J. STERN & CO., LLC

NEW YORK CITY, NY · Since 2023

$609M AUM0 clientsFee: 0%

FiduciaryFee-Only

RIPOSTE CAPITAL LLC

NEW YORK, NY · Since 2022

$497M AUM5 clientsFee: 0%

FiduciaryFee-Only

NORTHSANDS CAPITAL

NEW YORK, NY · Since 2025

$203M AUM5 clientsFee: 0%

FiduciaryFee-Only

CVC CREDIT PARTNERS, LLC

NEW YORK, NY · Since 2011

$61.6B AUM74 clientsFee: 0%

FiduciaryFee-Only

AQUARIAN HOLDINGS MANAGEMENT LLC

NEW YORK, NY · Since 2020

$1.8B AUM17 clientsFee: 0%

FiduciaryFee-Only

BIRNAM OAK ADVISORS, LP

NEW YORK, NY · Since 2023

$577M AUM3 clientsFee: 0%

FiduciaryFee-Only

LLOYD HARBOR CAPITAL MANAGEMENT, LLC

COLD SPRING HARBOR, NY · Since 2022

$354M AUM5 clientsFee: 0%

FiduciaryFee-Only

ALTUM CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2012

$648M AUM5 clientsFee: 0%

FiduciaryFee-Only

VIRIDIAN CAPITAL

PURCHASE, NY · Since 2025

$33M AUM5 clientsFee: 0%

FiduciaryFee-Only

BLANTYRE CAPITAL US LLC

NEW YORK, NY · Since 2025

$102M AUM3 clientsFee: 0%

FiduciaryFee-Only

SQN CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2012

$75M AUM1 clientsFee: 0%

FiduciaryFee-Only

2E CAPITAL PARTNERS LP

NEW YORK, NY · Since 2025

$180M AUM4 clientsFee: 0%

FiduciaryFee-Only

SCALEBUILDER, LLC

NEW YORK, NY · Since 2022

$146M AUM2 clientsFee: 0%

FiduciaryFee-Only

CROSS RAPIDS CAPITAL LP

NEW YORK, NY · Since 2024

$336M AUM6 clientsFee: 0%

FiduciaryFee-Only

THE VISUALIZE GROUP LP

NEW YORK, NY · Since 2023

$396M AUM8 clientsFee: 0%

FiduciaryFee-Only

SADDLE POINT MANAGEMENT, L.P.

NEW YORK, NY · Since 2025

$857M AUM4 clientsFee: 0%

FiduciaryFee-Only

INFINITY Q CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2014

$2.0B AUM11 clientsFee: 0%

FiduciaryFee-Only

SAVANNA INVESTMENT MANAGEMENT LLC

NEW YORK, NY · Since 2012

$580M AUM18 clientsFee: 0%

FiduciaryFee-Only

AVALA GLOBAL LP

NEW YORK, NY · Since 2022

$2.7B AUM12 clientsFee: 0%

FiduciaryFee-Only

FACTORIAL PARTNERS, LLC

MT. KISCO, NY · Since 2024

$157M AUM1 clientsFee: 0%

FiduciaryFee-Only

RIDGELINE PRODUCTIONS LLC

NEW YORK, NY · Since 2023

$115M AUM4 clientsFee: 0%

FiduciaryFee-Only

ARDIAN

NEW YORK, NY · Since 2004

$2.8B AUM88 clientsFee: 0%

FiduciaryFee-Only

SEVEN SIX CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2025

$186M AUM3 clientsFee: 0%

FiduciaryFee-Only

LEGEIS CAPITAL ADVISORS, LLC

GREAT NECK, NY · Since 2026

$497M AUM1 clientsFee: 0%

FiduciaryFee-Only

QSEMBLE CAPITAL MANAGEMENT, LP

NEW YORK CITY, NY · Since 2018

$2.0B AUM5 clientsFee: 0%

FiduciaryFee-Only

TRG MANAGEMENT LP

NEW YORK, NY · Since 2006

$6.7B AUM54 clientsFee: 0%

FiduciaryFee-Only

ENDICOTT CAPITAL

NEW YORK, NY · Since 2023

$453M AUM9 clientsFee: 0%

FiduciaryFee-Only

MIURA GLOBAL MANAGEMENT, LLC

NEW YORK, NY · Since 2012

$150M AUM3 clientsFee: 0%

FiduciaryFee-Only

NEW HOLLAND CAPITAL, LLC

NEW YORK, NY · Since 2012

$23.3B AUM17 clientsFee: 0%

FiduciaryFee-Only

ROYALTY PHARMA SUB-MANAGER, LLC

NEW YORK, NY · Since 2025

$19.6B AUM48 clientsFee: 0%

FiduciaryFee-Only

VR ADVISORY SERVICES LTD.

NEW YORK, NY · Since 2006

$9.8B AUM13 clientsFee: 0%

FiduciaryFee-Only

TALOS EURISKO ASSET MANAGEMENT LP

NEW YORK, NY · Since 2024

$1.8B AUM5 clientsFee: 0%

FiduciaryFee-Only

TRIBUNE INVESTMENT GROUP

NEW YORK, NY · Since 2025

$318M AUM4 clientsFee: 0%

FiduciaryFee-Only

SADDLEROCK CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2025

$188M AUM4 clientsFee: 0%

FiduciaryFee-Only

HARVEY PARTNERS, LLC

TARRYTOWN, NY · Since 2012

$1.2B AUM3 clientsFee: 0%

FiduciaryFee-Only

HARKNESS CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2020

$204M AUM10 clientsFee: 0%

FiduciaryFee-Only

CAPITAL DYNAMICS, INC.

NEW YORK, NY · Since 2008

$2.7B AUM13 clientsFee: 0%

FiduciaryFee-Only

AXON CAPITAL LP

NEW YORK, NY · Since 2011

$527M AUM4 clientsFee: 0%

FiduciaryFee-Only

STAPLE STREET CAPITAL

NEW YORK, NY · Since 2014

$622M AUM23 clientsFee: 0%

FiduciaryFee-Only

VERSOR INVESTMENTS LP

NEW YORK, NY · Since 2014

$1.3B AUM3 clientsFee: 0%

FiduciaryFee-Only

MOERUS CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2016

$893M AUM4 clientsFee: 0%

FiduciaryFee-Only

CORSAIR CAPITAL MANAGEMENT, L.P.

NEW YORK, NY · Since 2012

$957M AUM2 clientsFee: 0%

FiduciaryFee-Only

ARKHOUSE

NEW YORK, NY · Since 2024

$123M AUM6 clientsFee: 0%

FiduciaryFee-Only

REVERENCE CAPITAL PARTNERS

NEW YORK, NY · Since 2014

$18.1B AUM31 clientsFee: 0%

FiduciaryFee-Only

APG ASSET MANAGEMENT US, INC

NEW YORK, NY · Since 2012

$141.3B AUM100 clientsFee: 0%

FiduciaryFee-Only

MARKETS INFRASTRUCTURE PARTNERS

NEW YORK, NY · Since 2025

$1.1B AUM4 clientsFee: 0%

FiduciaryFee-Only

KENMAR PREFERRED INVESTMENTS, LLC

NEW YORK, NY · Since 2015

$31M AUM2 clientsFee: 0%

RIVERMONT CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2021

$618M AUM3 clientsFee: 0%

FiduciaryFee-Only

ANTARA CAPITAL LP

NEW YORK, NY · Since 2018

$537M AUM1 clientsFee: 0%

FiduciaryFee-Only

ALUA CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2020

$3.0B AUM10 clientsFee: 0%

FiduciaryFee-Only

STONE-GOFF PARTNERS

NEW YORK, NY · Since 2021

$589M AUM11 clientsFee: 0%

FiduciaryFee-Only

DIAMETER CAPITAL PARTNERS LP

NEW YORK, NY · Since 2017

$28.8B AUM62 clientsFee: 0%

FiduciaryFee-Only

BLACKSTONE ISG-I ADVISORS L.L.C.

NEW YORK, NY · Since 2017

$183.5B AUM44 clientsFee: 0%

FiduciaryFee-Only

COINFUND MANAGEMENT LLC

NEW YORK, NY · Since 2022

$932M AUM15 clientsFee: 0%

FiduciaryFee-Only

IRTH CAPITAL MANAGEMENT, LP

NEW YORK, NY · Since 2024

$218M AUM5 clientsFee: 0%

FiduciaryFee-Only

JUNIPER INVESTMENT COMPANY

NEW YORK, NY · Since 2019

$451M AUM7 clientsFee: 0%

FiduciaryFee-Only

NEO IVY CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2019

$1.2B AUM8 clientsFee: 0%

FiduciaryFee-Only

BLACKSTONE STRATEGIC ALLIANCE ADVISORS L.L.C.

NEW YORK, NY · Since 2007

$3.0B AUM111 clientsFee: 0%

FiduciaryFee-Only

RHONE GROUP L.L.C.

NEW YORK, NY · Since 2012

$8.2B AUM18 clientsFee: 0%

FiduciaryFee-Only

H PARTNERS MANAGEMENT LLC

NEW YORK, NY · Since 2012

$158M AUM6 clientsFee: 0%

FiduciaryFee-Only

LEVCO CAPITAL LP

NEW YORK, NY · Since 2016

$591M AUM4 clientsFee: 0%

FiduciaryFee-Only

BLACKSTONE REAL ESTATE ADVISORS V L.P.

NEW YORK, NY · Since 2005

$60M AUM192 clientsFee: 0%

FiduciaryFee-Only

BXMT ADVISORS L.L.C.

NEW YORK, NY · Since 2017

$20.0B AUM134 clientsFee: 0%

FiduciaryFee-Only

RUDIUS MANAGEMENT, L.P.

NEW YORK, NY · Since 2019

$956M AUM4 clientsFee: 0%

FiduciaryFee-Only

TENG YUE PARTNERS, L.P.

NEW YORK, NY · Since 2013

$2.2B AUM12 clientsFee: 0%

FiduciaryFee-Only

SUPERSTRING CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2020

$340M AUM3 clientsFee: 0%

FiduciaryFee-Only

BRIDGER INVESTMENT PARTNERS LLC

NEW YORK, NY · Since 2022

$920M AUM4 clientsFee: 0%

FiduciaryFee-Only

OBERLAND CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2015

$3.2B AUM14 clientsFee: 0%

FiduciaryFee-Only

CORNWALL CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2012

$102M AUM4 clientsFee: 0%

FiduciaryFee-Only

BRUCKMANN, ROSSER, SHERRILL & CO., MANAGEMENT, L.P.

NEW YORK, NY · Since 2012

$119M AUM6 clientsFee: 0%

FiduciaryFee-Only

MAK CAPITAL

NEW YORK, NY · Since 2012

$2.0B AUM6 clientsFee: 0%

FiduciaryFee-Only

TWO SEAS CAPITAL LP

RYE, NY · Since 2020

$2.8B AUM7 clientsFee: 0%

FiduciaryFee-Only

BASSWOOD CAPITAL MANAGEMENT, L.L.C.

NEW YORK, NY · Since 2011

$2.8B AUM9 clientsFee: 0%

FiduciaryFee-Only

4X4 CAPITAL

NEW YORK, NY · Since 2023

$445M AUM7 clientsFee: 0%

FiduciaryFee-Only

RAGA PARTNERS LP

NEW YORK, NY · Since 2021

$2.2B AUM6 clientsFee: 0%

FiduciaryFee-Only

SARAZA MANAGEMENT LP

NEW YORK, NY · Since 2022

$366M AUM4 clientsFee: 0%

FiduciaryFee-Only

ENCOMPASS CAPITAL ADVISORS LLC

NEW YORK, NY · Since 2012

$4.8B AUM12 clientsFee: 0%

FiduciaryFee-Only

SELLARONDA GLOBAL MANAGEMENT LP

NEW YORK, NY · Since 2023

$493M AUM3 clientsFee: 0%

FiduciaryFee-Only

ATALAN CAPITAL PARTNERS, LP

NEW YORK, NY · Since 2015

$3.3B AUM5 clientsFee: 0%

FiduciaryFee-Only

OCO CAPITAL PARTNERS LP

NEW YORK, NY · Since 2018

$652M AUM2 clientsFee: 0%

FiduciaryFee-Only

STARBOARD VALUE LP

NEW YORK, NY · Since 2011

$8.2B AUM16 clientsFee: 0%

FiduciaryFee-Only

KRENSAVAGE ASSET MANAGEMENT, LLC

NEW YORK, NY · Since 2013

$300M AUM3 clientsFee: 0%

FiduciaryFee-Only

LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC

NEW YORK, NY · Since 2002

$764M AUM10 clientsFee: 0%

FiduciaryFee-Only

RECIPROCAL VENTURE MANAGEMENT, L.L.C.

NEW YORK, NY · Since 2022

$197M AUM3 clientsFee: 0%

FiduciaryFee-Only

GARNET EQUITY CAPITAL HOLDINGS, INC.

NEW YORK, NY · Since 2013

$339M AUM4 clientsFee: 0%

FiduciaryFee-Only

TEACHERS ADVISORS, LLC

NEW YORK, NY · Since 1994

$436.3B AUM296 clientsFee: 0%

FiduciaryFee-Only

EMINENCE CAPITAL, LP

NEW YORK, NY · Since 2012

$9.8B AUM19 clientsFee: 0%

FiduciaryFee-Only

DAWSON PARTNERS

NEW YORK, NY · Since 2026

$999M AUM60 clientsFee: 0%

FiduciaryFee-Only

DENDUR CAPITAL LP

NEW YORK, NY · Since 2019

$1.5B AUM5 clientsFee: 0%

FiduciaryFee-Only

BRIDGE GROWTH PARTNERS, LLC

NEW YORK, NY · Since 2013

$407M AUM9 clientsFee: 0%

FiduciaryFee-Only

PRAESIDIUM INVESTMENT MANAGEMENT

NEW YORK, NY · Since 2006

$583M AUM7 clientsFee: 0%

FiduciaryFee-Only

NEW MOUNTAIN CAPITAL, LLC

NEW YORK, NY · Since 2012

$46.4B AUM154 clientsFee: 0%

FiduciaryFee-Only

INFUSIVE ASSET MANAGEMENT INC.

NEW YORK, NY · Since 2017

$296M AUM3 clientsFee: 0%

FiduciaryFee-Only

BLUE TORCH CAPITAL LP

NEW YORK, NY · Since 2017

$8.6B AUM29 clientsFee: 0%

FiduciaryFee-Only

EOS MANAGEMENT, L.P.

NEW YORK, NY · Since 2012

$957M AUM11 clientsFee: 0%

FiduciaryFee-Only

TRILL IMPACT ADVISORY INC.

NEW YORK, NY · Since 2023

$348M AUM4 clientsFee: 0%

FiduciaryFee-Only

O ASSET MANAGEMENT LLC

FAIRPORT, NY · Since 2025

$76M AUM11 clientsFee: 0%

FiduciaryFee-Only

MARATHON PARTNERS EQUITY MANAGEMENT, LLC

NEW YORK, NY · Since 2013

$120M AUM3 clientsFee: 0%

FiduciaryFee-Only

VELOCITY CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2025

$598M AUM8 clientsFee: 0%

FiduciaryFee-Only

CADIAN CAPITAL MANAGEMENT, LP

NEW YORK, NY · Since 2012

$2.7B AUM9 clientsFee: 0%

FiduciaryFee-Only

PAINSWICK CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2024

$1.6B AUM5 clientsFee: 0%

FiduciaryFee-Only

FOURSIXTHREE CAPITAL LP

NEW YORK, NY · Since 2021

$3.2B AUM10 clientsFee: 0%

FiduciaryFee-Only

JONES ROAD CAPITAL MANAGEMENT, L.P.

NEW YORK, NY · Since 2018

$350M AUM4 clientsFee: 0%

FiduciaryFee-Only

VESTAL POINT CAPITAL, LP

NEW YORK, NY · Since 2023

$5.5B AUM8 clientsFee: 0%

FiduciaryFee-Only

STERLING INVESTORS LP

NEW YORK, NY · Since 2021

$1.1B AUM7 clientsFee: 0%

FiduciaryFee-Only

BAYBERRY CAPITAL PARTNERS LP

NEW YORK, NY · Since 2019

$533M AUM5 clientsFee: 0%

FiduciaryFee-Only

LAZARD ASSET MANAGEMENT CANADA INC

NEW YORK, NY · Since 1995

$2.3B AUM0 clientsFee: 0%

FiduciaryFee-Only

BX REIT ADVISORS L.L.C.

NEW YORK, NY · Since 2017

$0 AUM378 clientsFee: 0%

FiduciaryFee-Only

TENCORE PARTNERS, LP

NEW YORK, NY · Since 2020

$354M AUM2 clientsFee: 0%

FiduciaryFee-Only

COMPASS GROUP LLC

NEW YORK, NY · Since 2000

$1.7B AUM10 clientsFee: 0%

FiduciaryFee-Only

CERTARES MANAGEMENT LLC

NEW YORK, NY · Since 2018

$6.4B AUM23 clientsFee: 0%

FiduciaryFee-Only

STEMPOINT CAPITAL LP

NEW YORK, NY · Since 2022

$761M AUM4 clientsFee: 0%

FiduciaryFee-Only

STABLE ASSET MANAGEMENT LP

NEW YORK, NY · Since 2020

$4.6B AUM8 clientsFee: 0%

FiduciaryFee-Only

ALTERNATIVE INVESTMENT MANAGEMENT, LLC

NEW YORK, NY · Since 2012

$1.8B AUM12 clientsFee: 0%

FiduciaryFee-Only

400 CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2012

$9.0B AUM33 clientsFee: 0%

FiduciaryFee-Only

ARAVALLI CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2023

$191M AUM4 clientsFee: 0%

FiduciaryFee-Only

PHOENICIAN CAPITAL LLC

NEW YORK, NY · Since 2021

$159M AUM2 clientsFee: 0%

FiduciaryFee-Only

MELKONIAN CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2017

$375M AUM1 clientsFee: 0%

FiduciaryFee-Only

CONTOUR ASSET MANAGEMENT LLC

NEW YORK, NY · Since 2010

$5.9B AUM8 clientsFee: 0%

FiduciaryFee-Only

AVORO CAPITAL ADVISORS LLC

NEW YORK, NY · Since 2012

$13.6B AUM11 clientsFee: 0%

FiduciaryFee-Only

HOOK MILL CAPITAL PARTNERS, LP

NEW YORK, NY · Since 2022

$2.7B AUM2 clientsFee: 0%

FiduciaryFee-Only

LUCID MANAGEMENT AND CAPITAL PARTNERS LP

NEW YORK, NY · Since 2017

$4.9B AUM5 clientsFee: 0%

FiduciaryFee-Only

KEPOS CAPITAL LP

NEW YORK, NY · Since 2011

$2.5B AUM20 clientsFee: 0%

FiduciaryFee-Only

LAKE HILL CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2013

$1.6B AUM2 clientsFee: 0%

FiduciaryFee-Only

MASTERTON CAPITAL MANAGEMENT, LP

NEW YORK, NY · Since 2020

$293M AUM2 clientsFee: 0%

FiduciaryFee-Only

CURIAM CAPITAL LLC

NEW YORK, NY · Since 2021

$965M AUM6 clientsFee: 0%

FiduciaryFee-Only

UNTITLED INVESTMENTS LP

NEW YORK, NY · Since 2020

$574M AUM5 clientsFee: 0%

FiduciaryFee-Only

DONALD SMITH & CO., INC.

NEW YORK, NY · Since 1975

$5.6B AUM6 clientsFee: 0%

FiduciaryFee-Only

BROADWOOD CAPITAL, INC

NEW YORK, NY · Since 2012

$1.7B AUM5 clientsFee: 0%

FiduciaryFee-Only

PINNBROOK CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2021

$1.1B AUM9 clientsFee: 0%

FiduciaryFee-Only

BLACKSTONE LIQUID CREDIT STRATEGIES LLC

NEW YORK, NY · Since 2007

$18.8B AUM408 clientsFee: 0%

FiduciaryFee-Only

BRANT POINT INVESTMENT MANAGEMENT LLC

NEW YORK, NY · Since 2012

$453M AUM5 clientsFee: 0%

FiduciaryFee-Only

HAYBEACH CAPITAL MANAGEMENT, LLC

RYE, NY · Since 2026

$173M AUM4 clientsFee: 0%

FiduciaryFee-Only

ASHTON THOMAS SECURITIES, LLC

ROCHESTER, NY · Since 2008

$1.9B AUM26 clientsFee: 0%

CAPITAL MANAGEMENT ASSOCIATES INC

NEW YORK, NY · Since 1982

$69M AUM3 clientsFee: 0%

FiduciaryFee-Only1 complaint

SNYDER WEALTH GROUP

MEDFORD, NY · Since 1991

$382M AUM5 clientsFee: 0%

FiduciaryFee-Only1 complaint

BLACKROCK ADVISORS, LLC

NEW YORK, NY · Since 1994

$1096.1B AUM137 clientsFee: 0%

FiduciaryFee-Only1 complaint

PARADIGM CAPITAL MANAGEMENT, INC.

ALBANY, NY · Since 1994

$2.4B AUM7 clientsFee: 0%

FiduciaryFee-Only1 complaint

CORINTHIAN PARTNERS ASSET MANAGEMENT LLC

NEW YORK, NY · Since 2019

$63M AUM4 clientsFee: 0%

FiduciaryFee-Only1 complaint

ADVENT CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2001

$8.8B AUM23 clientsFee: 0%

FiduciaryFee-Only

VANDERBILT ADVISORY SERVICES

WOODBURY, NY · Since 2012

$2.1B AUM144 clientsFee: 0%

FiduciaryFee-Only1 complaint

TWO POINT CAPITAL MANAGEMENT, INC.

PITTSFORD, NY · Since 2013

$311M AUM3 clientsFee: 0%

FiduciaryFee-Only1 complaint

CAXTON ASSOCIATES (USA) LLC

NEW YORK, NY · Since 2005

$4.6B AUM12 clientsFee: 0%

FiduciaryFee-Only1 complaint

BENTALLGREENOAK STRATEGIC CAPITAL PARTNERS

NEW YORK, NY · Since 2006

$3.5B AUM13 clientsFee: 0%

FiduciaryFee-Only1 complaint

NGC FINANCIAL, LLC

BAYSIDE, NY · Since 2023

$57M AUM1 clientsFee: 0%

SATOVSKY ASSET MANAGEMENT LLC

NEW YORK, NY · Since 2007

$975M AUM7 clientsFee: 0%

FiduciaryFee-Only

PARTNERS GROUP (USA) INC.

NEW YORK, NY · Since 2007

$29.1B AUM250 clientsFee: 0%

FiduciaryFee-Only

WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2010

$1.2B AUM13 clientsFee: 0%

FiduciaryFee-Only1 complaint

RMR WEALTH MANAGEMENT

NEW YORK, NY · Since 2009

$195M AUM7 clientsFee: 0%

FiduciaryFee-Only

CAPSTONE INVESTMENT ADVISORS, LLC

NEW YORK, NY · Since 2012

$91.5B AUM115 clientsFee: 0%

FiduciaryFee-Only1 complaint

BGO US REAL ESTATE LP

NEW YORK, NY · Since 2012

$24.1B AUM32 clientsFee: 0%

FiduciaryFee-Only1 complaint

EDEN ADVISORY SERVICES, LLC

ALBANY, NY · Since 2026

$28M AUM2 clientsFee: 0%

FiduciaryFee-Only1 complaint

SIMMONS CAPITAL GROUP

HALFMOON, NY · Since 2015

$213M AUM8 clientsFee: 0%

FiduciaryFee-Only

BLACKROCK ALTERNATIVES MANAGEMENT, LLC

NEW YORK, NY · Since 2017

$18.0B AUM7 clientsFee: 0%

FiduciaryFee-Only1 complaint

MADISON GLOBAL ADVISORS LLC

HAUPPAUGE, NY · Since 2022

$71M AUM8 clientsFee: 0%

TIKEHAU CAPITAL NORTH AMERICA LLC

NEW YORK, NY · Since 2017

$6.2B AUM38 clientsFee: 0%

FiduciaryFee-Only

BLACKDIAMOND WEALTH MANAGEMENT, LLC

NEW YORK, NY · Since 2018

$424M AUM7 clientsFee: 0%

FiduciaryFee-Only1 complaint

THE WEALTH ALLIANCE, LLC

MELVILLE, NY · Since 2019

$2.1B AUM13 clientsFee: 0%

FiduciaryFee-Only

KKR REGISTERED ADVISOR LLC

NEW YORK, NY · Since 2020

$1.5B AUM20 clientsFee: 0%

FiduciaryFee-Only1 complaint

HPS ADVISORS, LLC

NEW YORK, NY · Since 2023

$28.5B AUM402 clientsFee: 0%

FiduciaryFee-Only1 complaint

GLOBAL LISTING ACCELERATOR

NEW YORK, NY · Since 2023

$27M AUM6 clientsFee: 0%

STIRLINGSHIRE INVESTMENTS

NEW YORK, NY · Since 2023

$180M AUM25 clientsFee: 0%

FiduciaryFee-Only1 complaint

MERKKURI WEALTH ADVISORS LLC

JERICHO, NY · Since 2024

$204M AUM3 clientsFee: 0%

FiduciaryFee-Only

FPLF MANAGEMENT LLC

NEW YORK, NY · Since 2024

$1.5B AUM73 clientsFee: 0%

FiduciaryFee-Only1 complaint

MATAURO, LLC

NEW YORK, NY · Since 2024

$1.0B AUM10 clientsFee: 0%

FiduciaryFee-Only

FMAC MANAGEMENT LLC

NEW YORK, NY · Since 2026

$0 AUM4 clientsFee: 0%

FiduciaryFee-Only1 complaint

ROSECLIFF VENTURE MANAGEMENT, LLC

NEW YORK, NY · Since 2020

$650M AUM7 clientsFee: 0%

FiduciaryFee-Only1 complaint

GAM USA INC.

NEW YORK, NY · Since 1989

$1.5B AUM10 clientsFee: 0%

FiduciaryFee-Only1 complaint

PARADIGM FUNDS ADVISOR LLC

ALBANY, NY · Since 2005

$305M AUM7 clientsFee: 0%

FiduciaryFee-Only1 complaint

SAGE, RUTTY & CO., INC.

ROCHESTER, NY · Since 1990

$3.5B AUM33 clientsFee: 0%

TRUBEE WEALTH ADVISORS, INC.

BUFFALO, NY · Since 2009

$911M AUM14 clientsFee: 0%

HSBC GLOBAL ASSET MANAGEMENT (USA) INC.

NEW YORK, NY · Since 1985

$156.6B AUM65 clientsFee: 0%

FiduciaryFee-Only

RBC ROCHDALE, LLC

NEW YORK, NY · Since 1986

$73.0B AUM138 clientsFee: 0%

FiduciaryFee-Only

GRANEY& KING, LLC

LATHAM, NY · Since 2022

$484M AUM4 clientsFee: 0%

KAHN BROTHERS ADVISORS LLC

NEW YORK, NY · Since 1978

$499M AUM3 clientsFee: 0%

FiduciaryFee-Only

HENLEY & COMPANY WEALTH MANAGEMENT LLC

UNIONDALE, NY · Since 2012

$94M AUM3 clientsFee: 0%

FiduciaryFee-Only

HUDSON COMPANIES

PEARL RIVER, NY · Since 2012

$49M AUM1 clientsFee: 0%

FiduciaryFee-Only

MILLBURN RIDGEFIELD LLC

NEW YORK, NY · Since 2002

$8.7B AUM25 clientsFee: 0%

ARGO INFRASTRUCTURE PARTNERS LP

NEW YORK, NY · Since 2015

$7.1B AUM13 clientsFee: 0%

FiduciaryFee-Only

INVESTALL, INC.

NEW YORK, NY · Since 2017

$26M AUM9 clientsFee: 0%

FiduciaryFee-Only

ARGO INFRASTRUCTURE MANAGEMENT, LP

NEW YORK, NY · Since 2025

$134M AUM13 clientsFee: 0%

FiduciaryFee-Only

O'CONNOR ALTERNATIVE INVESTMENTS, LLC

NEW YORK, NY · Since 2025

$16.4B AUM17 clientsFee: 0%

FiduciaryFee-Only

CANTOR FITZGERALD ENERGY ADVISORS, LLC

NEW YORK, NY · Since 2026

$0 AUM2 clientsFee: 0%

FiduciaryFee-Only

NORDEA INVESTMENT MANAGEMENT NORTH AMERICA, INC.

NEW YORK, NY · Since 2001

$1.1B AUM2 clientsFee: 0%

FiduciaryFee-Only

CHAMONIX PARTNERS CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2022

$149M AUM3 clientsFee: 0%

FiduciaryFee-Only

SIERRA CREST INVESTMENT MANAGEMENT LLC

NEW YORK, NY · Since 2019

$781M AUM0 clientsFee: 0%

FiduciaryFee-Only

WISDOMTREE ASSET MANAGEMENT, INC.

NEW YORK, NY · Since 2006

$88.4B AUM28 clientsFee: 0%

FiduciaryFee-Only

BENJAMIN SECURITIES, INC.

ALBANY, NY · Since 1987

$34M AUM3 clientsFee: 0%

Broker-Dealer1 complaint

TRUEPLAN BENEFIT AND RETIREMENT ADVISORS

RENSSELAER, NY · Since 2007

$5.1B AUM6 clientsFee: 0%

Broker-Dealer1 complaint

LEIGH BALDWIN & CO., LLC

CAZENOVIA, NY · Since 2008

$291M AUM16 clientsFee: 0%

Broker-Dealer1 complaint

VALLEY FINANCIAL MANAGEMENT, INC.

NEW YORK, NY · Since 2018

$473K AUM5 clientsFee: 0%

Broker-Dealer1 complaint

BLACKROCK REALTY ADVISORS INC

NEW YORK, NY · Since 1997

$1.1B AUM34 clientsFee: 0%

FiduciaryFee-Only1 complaint

FORTRESS INVESTMENT GROUP

NEW YORK, NY · Since 2004

$87.3B AUM432 clientsFee: 0%

FiduciaryFee-Only1 complaint

TWO SIGMA INVESTMENTS, LP

NEW YORK, NY · Since 2009

$232.8B AUM784 clientsFee: 0%

FiduciaryFee-Only1 complaint

AC INVESTMENT MANAGEMENT LLC

NEW YORK, NY · Since 2006

$251M AUM3 clientsFee: 0%

FiduciaryFee-Only1 complaint

KOHLBERG KRAVIS ROBERTS & CO. L.P.

NEW YORK, NY · Since 2008

$381.6B AUM636 clientsFee: 0%

FiduciaryFee-Only1 complaint

BTG PACTUAL ASSET MANAGEMENT US , LLC

NEW YORK, NY · Since 2010

$30.1B AUM108 clientsFee: 0%

FiduciaryFee-Only1 complaint

HUDSON HOUSING CAPITAL LLC

NEW YORK, NY · Since 2012

$7.4B AUM3 clientsFee: 0%

FiduciaryFee-Only1 complaint

COMPOUND PLANNING, INC.

NEW YORK, NY · Since 2022

$4.8B AUM76 clientsFee: 0%

FiduciaryFee-Only1 complaint

SCHONFELD STRATEGIC ADVISORS LLC

NEW YORK, NY · Since 2015

$225.3B AUM344 clientsFee: 0%

FiduciaryFee-Only1 complaint

HPS INVESTMENT PARTNERS, LLC

NEW YORK, NY · Since 2016

$175.7B AUM402 clientsFee: 0%

FiduciaryFee-Only1 complaint

MAGNUS FINANCIAL GROUP LLC

NEW YORK, NY · Since 2017

$2.3B AUM15 clientsFee: 0%

FiduciaryFee-Only1 complaint

FNY INVESTMENT ADVISERS, LLC

NEW YORK, NY · Since 2018

$2.9B AUM96 clientsFee: 0%

FiduciaryFee-Only1 complaint

BLUE SQUARE ASSET MANAGEMENT, LLC

NEW YORK, NY · Since 2018

$410M AUM6 clientsFee: 0%

FiduciaryFee-Only1 complaint

DOCKSIDE PLATFORMS

NEW YORK, NY · Since 2025

$9.6B AUM3 clientsFee: 0%

FiduciaryFee-Only1 complaint

HLV VENTURES

HAUPPAUGE, NY · Since 2025

$75M AUM12 clientsFee: 0%

FiduciaryFee-Only1 complaint

ALPHADYNE ASSET MANAGEMENT LP

NEW YORK, NY · Since 2010

$164.8B AUM35 clientsFee: 0%

FiduciaryFee-Only1 complaint

ALPHAQUEST LLC

NEW YORK, NY · Since 2016

$2.2B AUM20 clientsFee: 0%

FiduciaryFee-Only1 complaint

KARYA CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2012

$643M AUM3 clientsFee: 0%

FiduciaryFee-Only1 complaint

STONE RIDGE ASSET MANAGEMENT LLC

NEW YORK, NY · Since 2012

$36.3B AUM47 clientsFee: 0%

FiduciaryFee-Only1 complaint

ELEMENT CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2012

$43.4B AUM30 clientsFee: 0%

FiduciaryFee-Only1 complaint

VAN ECK ASSOCIATES CORP.

NEW YORK, NY · Since 1984

$125.6B AUM46 clientsFee: 0%

FiduciaryFee-Only

BNY MELLON ADVISORS, INC.

NEW YORK, NY · Since 1996

$33.5B AUM44 clientsFee: 0%

FiduciaryFee-Only

HAMLIN CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2002

$8.7B AUM14 clientsFee: 0%

FiduciaryFee-Only

CITIGROUP ALTERNATIVE INVESTMENTS LLC

NEW YORK, NY · Since 2002

$127M AUM5 clientsFee: 0%

FiduciaryFee-Only

VAN ECK ABSOLUTE RETURN ADVISERS CORP.

NEW YORK, NY · Since 2006

$3.1B AUM30 clientsFee: 0%

FiduciaryFee-Only

SEACREST WEALTH MANAGEMENT, LLC

PURCHASE, NY · Since 2008

$1.5B AUM36 clientsFee: 0%

FiduciaryFee-Only

BETTERMENT

NEW YORK, NY · Since 2009

$69.5B AUM34 clientsFee: 0%

FiduciaryFee-Only

RTW INVESTMENTS LP

NEW YORK, NY · Since 2013

$14.1B AUM35 clientsFee: 0%

FiduciaryFee-Only

CANTOR FITZGERALD INVESTMENT ADVISORS

NEW YORK, NY · Since 2011

$3.2B AUM7 clientsFee: 0%

FiduciaryFee-Only

QUILVEST CAPITAL PARTNERS MANAGEMENT, LLC

NEW YORK, NY · Since 2015

$4.3B AUM22 clientsFee: 0%

FiduciaryFee-Only

WILLOW WEALTH

NEW YORK, NY · Since 2016

$1.6B AUM26 clientsFee: 0%

FiduciaryFee-Only

GALAXY DIGITAL CAPITAL MANAGEMENT LP

NEW YORK, NY · Since 2019

$1.7B AUM22 clientsFee: 0%

FiduciaryFee-Only

KB & PARTNERS MANAGEMENT CO LLC

NEW YORK, NY · Since 2000

$53M AUM3 clientsFee: 0%

FiduciaryFee-Only

KAHN BROTHERS ASSET MANAGEMENT CORP

NEW YORK, NY · Since 1988

$18M AUM3 clientsFee: 0%

FiduciaryFee-Only

FLEXSTONE PARTNERS, LLC

NEW YORK, NY · Since 2008

$5.3B AUM9 clientsFee: 0%

FiduciaryFee-Only

PARAMOUNT GROUP REAL ESTATE ADVISOR LLC

NEW YORK, NY · Since 2012

$458M AUM20 clientsFee: 0%

FiduciaryFee-Only

OPPENHEIMER INVESTMENT MANAGEMENT LLC

NEW YORK, NY · Since 2004

$929M AUM7 clientsFee: 0%

FiduciaryFee-Only2 complaints

GLOBAL INFRASTRUCTURE MANAGEMENT, LLC

NEW YORK, NY · Since 2012

$142.2B AUM239 clientsFee: 0%

FiduciaryFee-Only1 complaint

FOUR POINTS ADVISORS, LLC

NEW YORK, NY · Since 2020

$40M AUM11 clientsFee: 0%

FiduciaryFee-Only2 complaints

THE QUICK GROUP LLC

NEW YORK, NY · Since 2025

$111M AUM1 clientsFee: 0%

FiduciaryFee-Only1 complaint

BELLE HAVEN INVESTMENTS, L.P.

RYE BROOK, NY · Since 2006

$23.3B AUM40 clientsFee: 0%

Broker-Dealer1 complaint

WELLINGTON SHIELDS & CO., LLC

NEW YORK, NY · Since 2010

$546M AUM15 clientsFee: 0%

Broker-Dealer1 complaint

ROCKEFELLER CAPITAL MANAGEMENT

NEW YORK, NY · Since 2018

$99.6B AUM815 clientsFee: 0%

Broker-Dealer1 complaint

APOGEM CAPITAL LLC

NEW YORK, NY · Since 2020

$43.8B AUM127 clientsFee: 0%

FiduciaryFee-Only

A.G.P. ASSET MANAGEMENT LLC

NEW YORK, NY · Since 2026

$144M AUM2 clientsFee: 0%

FiduciaryFee-Only1 complaint

BNY MELLON INVESTMENT ADVISER, INC.

NEW YORK, NY · Since 1971

$419.5B AUM14 clientsFee: 0%

FiduciaryFee-Only1 complaint

FENIX TRADING

NEW YORK, NY · Since 2017

$160M AUM4 clientsFee: 0%

FiduciaryFee-Only2 complaints

GREYCLIFF WEALTH MANAGEMENT, LLC

NEW YORK, NY · Since 2020

$84M AUM4 clientsFee: 0%

FiduciaryFee-Only2 complaints

GILDER GAGNON HOWE & CO. LLC

NEW YORK, NY · Since 2006

$12.1B AUM55 clientsFee: 0%

BNP PARIBAS ASSET MANAGEMENT USA, INC.

NEW YORK, NY · Since 1975

$48.4B AUM68 clientsFee: 0%

FiduciaryFee-Only

INVESCO PRIVATE CAPITAL, INC.

NEW YORK, NY · Since 1993

$860M AUM3 clientsFee: 0%

FiduciaryFee-Only

MSRESS III MANAGER, L.L.C.

NEW YORK, NY · Since 2006

$40M AUM170 clientsFee: 0%

FiduciaryFee-Only

MSREF REAL ESTATE ADVISOR, INC.

NEW YORK, NY · Since 2006

$15.8B AUM170 clientsFee: 0%

FiduciaryFee-Only

MORGAN STANLEY | EATON VANCE CLO MANAGER LLC

NEW YORK, NY · Since 2020

$4.3B AUM11 clientsFee: 0%

FiduciaryFee-Only

MORGAN STANLEY INFRASTRUCTURE INC.

NEW YORK, NY · Since 2007

$16.0B AUM48 clientsFee: 0%

FiduciaryFee-Only

MS CAPITAL PARTNERS ADVISER INC.

NEW YORK, NY · Since 2008

$38.8B AUM125 clientsFee: 0%

FiduciaryFee-Only

MORGAN STANLEY PRIVATE EQUITY ASIA, INC.

NEW YORK, NY · Since 2005

$1.9B AUM44 clientsFee: 0%

FiduciaryFee-Only

HEROLD ADVISORS, INC.

NEW YORK, NY · Since 1976

$540M AUM8 clientsFee: 0%

Broker-Dealer2 complaints

MILLENNIUM MANAGEMENT LLC

NEW YORK, NY · Since 2012

$720.8B AUM3055 clientsFee: 0%

FiduciaryFee-Only2 complaints

POINTSTATE CAPITAL LP

NEW YORK, NY · Since 2012

$12.0B AUM19 clientsFee: 0%

FiduciaryFee-Only2 complaints

ADVANTAGE ADVISERS MANAGEMENT, LLC

NEW YORK, NY · Since 1998

$469M AUM4 clientsFee: 0%

FiduciaryFee-Only2 complaints

ADVANTAGE ADVISERS MULTI-MANAGER, L.L.C.

NEW YORK, NY · Since 1999

$4.9B AUM4 clientsFee: 0%

FiduciaryFee-Only2 complaints

OPPENHEIMER ALTERNATIVE INVESTMENT MANAGEMENT, LLC

NEW YORK, NY · Since 2006

$178M AUM0 clientsFee: 0%

FiduciaryFee-Only2 complaints

BNY MELLON SECURITIES CORPORATION

NEW YORK, NY · Since 1997

$8.4B AUM91 clientsFee: 0%

Broker-Dealer1 complaint

GOLDMAN SACHS ASSET MANAGEMENT, L.P.

NEW YORK, NY · Since 1990

$2648.9B AUM1379 clientsFee: 0%

FiduciaryFee-Only1 complaint

PERCEPTIVE ADVISORS

NEW YORK, NY · Since 2010

$11.8B AUM28 clientsFee: 0%

FiduciaryFee-Only1 complaint

QUINT CAPITAL MANAGEMENT

NEW YORK, NY · Since 2023

$162M AUM15 clientsFee: 0%

Broker-Dealer2 complaints

ALLIANCEBERNSTEIN CORPORATION

NEW YORK, NY · Since 1991

$0 AUM0 clientsFee: 0%

FiduciaryFee-Only3 complaints

WYSER-PRATTE MANAGEMENT CO., INC.

BEDFORD HILLS, NY · Since 1992

$59M AUM1 clientsFee: 0%

FiduciaryFee-Only3 complaints

GOLDMAN SACHS WEALTH SERVICES, L.P.

COHOES, NY · Since 1994

$31.7B AUM1134 clientsFee: 0%

FiduciaryFee-Only

INVESCO SENIOR SECURED MANAGEMENT, INC.

NEW YORK, NY · Since 1992

$29.4B AUM66 clientsFee: 0%

FiduciaryFee-Only

MORGAN STANLEY INVESTMENT MANAGEMENT INC.

NEW YORK, NY · Since 1981

$702.2B AUM250 clientsFee: 0%

FiduciaryFee-Only

MORGAN STANLEY REAL ESTATE ADVISOR, INC.

NEW YORK, NY · Since 2003

$0 AUM170 clientsFee: 0%

FiduciaryFee-Only

INVESCO LOAN MANAGER, LLC

NEW YORK, NY · Since 2020

$17.7B AUM66 clientsFee: 0%

FiduciaryFee-Only

W CAPITAL PARTNERS

NEW YORK, NY · Since 2012

$2.7B AUM13 clientsFee: 0%

FiduciaryFee-Only

BERNARD L. MADOFF INVESTMENT SECURITIES LLC

NEW YORK, NY · Since 2006

$17.1B AUM0 clientsFee: 0%

Broker-Dealer2 complaints

KIMELMAN & BAIRD, LLC

NEW YORK, NY · Since 1973

$1.5B AUM6 clientsFee: 0%

Broker-Dealer3 complaints

DOMINARI SECURITIES LLC

NEW YORK, NY · Since 2013

$28M AUM8 clientsFee: 0%

Broker-Dealer3 complaints

WILMINGTON CAPITAL SECURITIES, LLC

GARDEN CITY, NY · Since 2015

$277M AUM5 clientsFee: 0%

Broker-Dealer3 complaints

ITAU BBA USA SECURITIES, INC.

NEW YORK, NY · Since 2023

$0 AUM26 clientsFee: 0%

Broker-Dealer3 complaints

PENSION FUND EVALUATIONS, INC.

CENTEREACH, NY · Since 1980

$0 AUM2 clientsFee: 0%

Broker-Dealer3 complaints

OPPENHEIMER ASSET MANAGEMENT

NEW YORK, NY · Since 1988

$21.3B AUM129 clientsFee: 0%

FiduciaryFee-Only4 complaints

SAMSUNG ASSET MANAGEMENT (NEW YORK), INC.

NEW YORK, NY · Since 2005

$8.2B AUM11 clientsFee: 0%

FiduciaryFee-Only

MAXIM FINANCIAL ADVISORS LLC

NEW YORK, NY · Since 2006

$445M AUM28 clientsFee: 0%

FiduciaryFee-Only23 complaints

AXIOM INVESTMENT MANAGEMENT LLC

NEW YORK, NY · Since 2006

$237M AUM4 clientsFee: 0%

FiduciaryFee-Only5 complaints

JPMORGAN ALTERNATIVE ASSET MANAGEMENT

NEW YORK, NY · Since 1991

$29.7B AUM26 clientsFee: 0%

FiduciaryFee-Only

BEAR STEARNS ASSET MANAGEMENT INC.

NEW YORK, NY · Since 1987

$0 AUM1 clientsFee: 0%

FiduciaryFee-Only

MMA SECURITIES LLC

NEW YORK, NY · Since 2015

$0 AUM164 clientsFee: 0%

Broker-Dealer2 complaints

PINNACLE INVESTMENTS, LLC

EAST SYRACUSE, NY · Since 2007

$1.3B AUM55 clientsFee: 0%

Broker-Dealer1 complaint

BLACKROCK FINANCIAL MANAGEMENT, INC

NEW YORK, NY · Since 1995

$1595.1B AUM889 clientsFee: 0%

FiduciaryFee-Only1 complaint

INGALLS & SNYDER LLC

NEW YORK, NY · Since 1968

$7.8B AUM50 clientsFee: 0%

Broker-Dealer3 complaints

MILLENNIAL ADVISERS, LLC.

NEW YORK, NY · Since 2020

$339M AUM12 clientsFee: 0%

FiduciaryFee-Only3 complaints

AEGIS CAPITAL CORP.

NEW YORK, NY · Since 2010

$1.8B AUM92 clientsFee: 0%

Broker-Dealer23 complaints

NEEDHAM & COMPANY, LLC

NEW YORK, NY · Since 2004

$0 AUM57 clientsFee: 0%

Broker-Dealer18 complaints

J.P. MORGAN INVESTMENT MANAGEMENT INC.

NEW YORK, NY · Since 1984

$3519.4B AUM2260 clientsFee: 0%

FiduciaryFee-Only

J.P. MORGAN PRIVATE INVESTMENTS INC.

NEW YORK, NY · Since 1992

$470.0B AUM96 clientsFee: 0%

FiduciaryFee-Only

PINEBRIDGE INVESTMENTS LLC

NEW YORK, NY · Since 2016

$76.7B AUM122 clientsFee: 0%

FiduciaryFee-Only

J.P.MORGAN WEALTH MANAGEMENT SOLUTIONS INC.

NEW YORK, NY · Since 2025

$9M AUM11 clientsFee: 0%

FiduciaryFee-Only

NEEDHAM INVESTMENT MANAGEMENT, LLC

NEW YORK, NY · Since 1995

$1.8B AUM3 clientsFee: 0%

FiduciaryFee-Only5 complaints

INSTINET, LLC

NEW YORK, NY · Since 2016

$0 AUM0 clientsFee: 0%

Broker-Dealer39 complaints

NOMURA SECURITIES INTERNATIONAL, INC.

NEW YORK, NY · Since 2012

$0 AUM11 clientsFee: 0%

Broker-Dealer79 complaints

HIGHBRIDGE CAPITAL MANAGEMENT, LLC

NEW YORK, NY · Since 2005

$7.6B AUM18 clientsFee: 0%

FiduciaryFee-Only

R. F. LAFFERTY & CO., INC.

NEW YORK, NY · Since 2016

$130M AUM10 clientsFee: 0%

Broker-Dealer5 complaints

EPOCH INVESTMENT PARTNERS, INC.

NEW YORK, NY · Since 2004

$29.7B AUM91 clientsFee: 0%

FiduciaryFee-Only2 complaints

ANDREW GARRETT, INC.

NEW YORK, NY · Since 2010

$521M AUM10 clientsFee: 0%

Broker-Dealer8 complaints

IBN FINANCIAL SERVICES, INC

LIVERPOOL, NY · Since 2017

$88M AUM15 clientsFee: 0%

Broker-Dealer4 complaints

BRIGHTON SECURITIES CORP.

ROCHESTER, NY · Since 2003

$931M AUM21 clientsFee: 0%

Broker-Dealer1 complaint

UBS ASSET MANAGEMENT (AMERICAS) LLC

NEW YORK, NY · Since 1989

$588.2B AUM260 clientsFee: 0%

FiduciaryFee-Only1 complaint

RBC CAPITAL MARKETS, LLC

NEW YORK, NY · Since 1977

$310.4B AUM5908 clientsFee: 0%

Broker-Dealer87 complaints

PARK AVENUE SECURITIES LLC

NEW YORK, NY · Since 2000

$19.6B AUM2054 clientsFee: 0%

Broker-Dealer13 complaints

CHELSEA ADVISORY SERVICES, INC

STATEN ISLAND, NY · Since 2018

$147M AUM25 clientsFee: 0%

FiduciaryFee-Only6 complaints

HAUSSMANN 1864 CAPITAL MANAGEMENT LLC

NEW YORK, NY · Since 2024

$4.6B AUM4 clientsFee: 0%

FiduciaryFee-Only15 complaints

SCULPTOR CAPITAL LP

NEW YORK, NY · Since 1999

$52.7B AUM116 clientsFee: 0%

FiduciaryFee-Only2 complaints

SCULPTOR ADVISORS LLC

NEW YORK, NY · Since 2022

$989M AUM113 clientsFee: 0%

FiduciaryFee-Only2 complaints

LIFEMARK SECURITIES CORP.

ROCHESTER, NY · Since 2007

$425M AUM78 clientsFee: 0%

Broker-Dealer4 complaints

ADVICE AND PLANNING SERVICES

NEW YORK, NY · Since 2004

$37.9B AUM1020 clientsFee: 0%

Broker-Dealer1 complaint

EQUITABLE ADVISORS, LLC

NEW YORK, NY · Since 1978

$42.5B AUM4664 clientsFee: 0%

Broker-Dealer16 complaints

TD PRIVATE CLIENT WEALTH LLC

NEW YORK, NY · Since 2013

$8.6B AUM482 clientsFee: 0%

Broker-Dealer11 complaints

EAGLE STRATEGIES LLC

NEW YORK, NY · Since 1988

$32.0B AUM2463 clientsFee: 0%

FiduciaryFee-Only2 complaints

CITIGROUP GLOBAL MARKETS INC.

NEW YORK, NY · Since 1964

$56.0B AUM4078 clientsFee: 0%

Broker-Dealer97 complaints

DWS INVESTMENT MANAGEMENT AMERICAS, INC.

NEW YORK, NY

$199.7B AUM91 clientsFee: 0%

FiduciaryFee-Only14 complaints

DBX ADVISORS LLC

NEW YORK, NY · Since 2010

$29.0B AUM10 clientsFee: 0%

FiduciaryFee-Only14 complaints

DEUTSCHE BANK SECURITIES INC.

NEW YORK, NY · Since 1973

$0 AUM134 clientsFee: 0%

Broker-Dealer200 complaints

BOFA SECURITIES, INC.

NEW YORK, NY · Since 2018

$0 AUM317 clientsFee: 0%

Broker-Dealer77 complaints

BERNSTEIN INSTITUTIONAL SERVICES LLC

NEW YORK, NY · Since 2024

$0 AUM92 clientsFee: 0%

Broker-Dealer32 complaints

J.P. MORGAN SECURITIES LLC

NEW YORK, NY · Since 1965

$429.7B AUM8479 clientsFee: 0%

Broker-Dealer93 complaints

OPPENHEIMER & CO. INC.

NEW YORK, NY · Since 1955

$36.7B AUM1219 clientsFee: 0%

Broker-Dealer30 complaints

GOLDMAN SACHS & CO. LLC

NEW YORK, NY · Since 1981

$133.6B AUM1765 clientsFee: 0%

Broker-Dealer299 complaints

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NEW YORK, NY · Since 1978

$1781.6B AUM25721 clientsFee: 0%

Broker-Dealer165 complaints

HSBC SECURITIES (USA) INC.

NEW YORK, NY · Since 2005

$3.8B AUM402 clientsFee: 0%

Broker-Dealer68 complaints

MORGAN STANLEY

PURCHASE, NY · Since 2009

$1961.9B AUM13000 clientsFee: 0%

Broker-Dealer36 complaints

About Financial Advisors in New York

How many financial advisors are registered in New York?
There are 2,557 SEC-registered investment advisory firms in New York, spread across 176 cities. This includes firms managing $100 million or more in client assets.

What is the average financial advisor fee in New York?
The median advisory fee in New York is 0.95% of assets under management per year, based on fee schedules disclosed in Form ADV Part 2A filings.

How are advisors ranked on this page?
Advisors are ranked by our Red Flag Score (0-100), which considers disciplinary history, customer complaints, conflicts of interest (broker-dealer affiliations, insurance licensing, custody arrangements), and fee positioning. Higher scores indicate fewer risk factors in public filings.

Where does this data come from?
All data is sourced from the SEC's public Form ADV filings, available at sec.gov/foia. Updated monthly. We do not accept payment from advisors for inclusion or ranking.